Cresset Asset Management’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,465
| Closed | -$90K | – | 1112 |
|
|
2022
Q1 | $90K | Sell |
11,465
-192
| -2% | -$1.51K | ﹤0.01% | 952 |
|
|
2021
Q4 | $112K | Buy |
+11,657
| New | +$112K | ﹤0.01% | 1077 |
|
|
2020
Q2 | – | Sell |
-32,452
| Closed | -$263K | – | 761 |
|
|
2020
Q1 | $263K | Buy |
32,452
+4,193
| +15% | +$34K | 0.01% | 435 |
|
|
2019
Q4 | $380K | Buy |
28,259
+3,753
| +15% | +$50.5K | 0.01% | 363 |
|
|
2019
Q3 | $299K | Buy |
+24,506
| New | +$299K | 0.01% | 388 |
|
|
2019
Q2 | – | Sell |
-2,324
| Closed | -$27K | – | 1860 |
|
|
2019
Q1 | $27K | Buy |
2,324
+2,285
| +5,859% | +$26.5K | ﹤0.01% | 950 |
|
|
2018
Q4 | $0 | Buy |
+39
| New | – | ﹤0.01% | 1767 |
|