Credit Suisse’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-13,769
| Closed | -$416K | – | 4375 |
|
|
2015
Q2 | $416K | Sell |
13,769
-14,646
| -52% | -$442K | ﹤0.01% | 3564 |
|
|
2015
Q1 | $773K | Buy |
28,415
+16,777
| +144% | +$456K | ﹤0.01% | 2941 |
|
|
2014
Q4 | $302K | Buy |
+11,638
| New | +$302K | ﹤0.01% | 3679 |
|
|
2013
Q3 | – | Sell |
-12,121
| Closed | -$179K | – | 3967 |
|
|
2013
Q2 | $179K | Buy |
+12,121
| New | +$179K | ﹤0.01% | 3491 |
|