Ellevest Inc’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-19,286
| Closed | -$17.2K | – | 1844 |
|
2023
Q1 | $17.2K | Buy |
+19,286
| New | +$17.2K | ﹤0.01% | 881 |
|
2022
Q3 | – | Sell |
-28,234
| Closed | -$160K | – | 1976 |
|
2022
Q2 | $160K | Sell |
28,234
-4,183
| -13% | -$23.7K | 0.02% | 324 |
|
2022
Q1 | $254K | Buy |
32,417
+6,089
| +23% | +$47.7K | 0.02% | 275 |
|
2021
Q4 | $254K | Buy |
26,328
+389
| +1% | +$3.75K | 0.02% | 250 |
|
2021
Q3 | $256K | Buy |
25,939
+7,465
| +40% | +$73.7K | 0.02% | 228 |
|
2021
Q2 | $194K | Sell |
18,474
-3,233
| -15% | -$34K | 0.02% | 267 |
|
2021
Q1 | $230K | Buy |
21,707
+2,077
| +11% | +$22K | 0.03% | 193 |
|
2020
Q4 | $251K | Buy |
19,630
+4,115
| +27% | +$52.6K | 0.04% | 127 |
|
2020
Q3 | $155K | Buy |
15,515
+3,521
| +29% | +$35.2K | 0.03% | 162 |
|
2020
Q2 | $124K | Buy |
11,994
+6,028
| +101% | +$62.3K | 0.03% | 164 |
|
2020
Q1 | $48K | Buy |
5,966
+2,856
| +92% | +$23K | 0.01% | 238 |
|
2019
Q4 | $42K | Buy |
+3,110
| New | +$42K | 0.01% | 232 |
|