DWM
CS

Destination Wealth Management’s Credit Suisse Group CS Stock Holding History

Destination Wealth Management’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-92
Closed -$1K – 781
2018
Q2 		$1K Hold
92
– – ﹤0.01% 498
2018
Q1 		$2K Buy
+92
New +$2K ﹤0.01% 516