Confluence Investment Management’s Credit Suisse Group CS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-102,547
Closed -$1.53M 325
2018
Q3
$1.53M Sell
102,547
-8,809
-8% -$132K 0.03% 190
2018
Q2
$1.66M Buy
+111,356
New +$1.66M 0.03% 182