Engrave Wealth Partners’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-411
| Closed | -$289K | – | 75 |
|
|
2021
Q3 | $289K | Hold |
411
| – | – | 0.09% | 60 |
|
|
2021
Q2 | $283K | Hold |
411
| – | – | 0.09% | 64 |
|
|
2021
Q1 | $229K | Hold |
411
| – | – | 0.09% | 64 |
|
|
2020
Q4 | $227K | Buy |
+411
| New | +$227K | 0.19% | 51 |
|
|
2020
Q3 | – | Sell |
-411
| Closed | -$146K | – | 467 |
|
|
2020
Q2 | $146K | Hold |
411
| – | – | 0.13% | 61 |
|
|
2020
Q1 | $93K | Hold |
411
| – | – | 0.11% | 65 |
|
|
2019
Q4 | $136K | Buy |
+411
| New | +$136K | 0.13% | 61 |
|