EverSource Wealth Advisors’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-794
| Closed | -$707 | – | 2650 |
|
|
2023
Q1 | $707 | Buy |
794
+228
| +40% | +$203 | ﹤0.01% | 2169 |
|
|
2022
Q4 | $1.72K | Sell |
566
-1,346
| -70% | -$4.09K | ﹤0.01% | 1956 |
|
|
2022
Q3 | $7K | Sell |
1,912
-8,472
| -82% | -$31K | ﹤0.01% | 1267 |
|
|
2022
Q2 | $59K | Buy |
10,384
+10,038
| +2,901% | +$57K | 0.02% | 574 |
|
|
2022
Q1 | $3K | Buy |
346
+110
| +47% | +$954 | ﹤0.01% | 1474 |
|
|
2021
Q4 | $2K | Buy |
+236
| New | +$2K | ﹤0.01% | 1660 |
|