Endurance Wealth 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
Q1 | – | Sell |
-3,025
| Closed | -$29K | – | 667 |
|
|
2021
Q4 | $29K | Hold |
3,025
| – | – | ﹤0.01% | 411 |
|
|
2021
Q3 | $30K | Hold |
3,025
| – | – | ﹤0.01% | 407 |
|
|
2021
Q2 | $31K | Hold |
3,025
| – | – | ﹤0.01% | 406 |
|
|
2021
Q1 | $32K | Hold |
3,025
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $39K | Hold |
3,025
| – | – | ﹤0.01% | 351 |
|
|
2020
Q3 | $30K | Hold |
3,025
| – | – | ﹤0.01% | 357 |
|
|
2020
Q2 | $31K | Hold |
3,025
| – | – | 0.01% | 360 |
|
|
2020
Q1 | $24K | Buy |
+3,025
| New | +$24K | ﹤0.01% | 350 |
|