Evergreen Capital 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
Q4 | – | Sell |
-14,107
| Closed | -$55K | – | 723 |
|
|
2022
Q3 | $55K | Sell |
14,107
-4,361
| -24% | -$17K | ﹤0.01% | 603 |
|
|
2022
Q2 | $105K | Buy |
+18,468
| New | +$105K | 0.01% | 547 |
|
|
2022
Q1 | – | Sell |
-10,159
| Closed | -$98K | – | 686 |
|
|
2021
Q4 | $98K | Buy |
10,159
+159
| +2% | +$1.53K | ﹤0.01% | 618 |
|
|
2021
Q3 | $99K | Buy |
+10,000
| New | +$99K | ﹤0.01% | 571 |
|
|
2018
Q4 | – | Sell |
-17,849
| Closed | -$267K | – | 419 |
|
|
2018
Q3 | $267K | Buy |
17,849
+1,706
| +11% | +$25.5K | 0.02% | 313 |
|
|
2018
Q2 | $253K | Sell |
16,143
-745
| -4% | -$11.7K | 0.02% | 303 |
|
|
2018
Q1 | $294K | Buy |
+16,888
| New | +$294K | 0.03% | 270 |
|
|
2017
Q4 | – | Sell |
-13,559
| Closed | -$214K | – | 253 |
|
|
2017
Q3 | $214K | Buy |
+13,559
| New | +$214K | 0.03% | 179 |
|