FDx Advisors’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-75,057
| Closed | -$1.26M | – | 1138 |
|
|
2018
Q1 | $1.26M | Sell |
75,057
-4,786
| -6% | -$80.3K | 0.04% | 429 |
|
|
2017
Q4 | $1.43M | Buy |
79,843
+23,716
| +42% | +$423K | 0.04% | 440 |
|
|
2017
Q3 | $887K | Sell |
56,127
-1,933
| -3% | -$30.5K | 0.02% | 569 |
|
|
2017
Q2 | $848K | Buy |
+58,060
| New | +$848K | 0.03% | 576 |
|
|
2015
Q4 | – | Sell |
-19,411
| Closed | -$466K | – | 919 |
|
|
2015
Q3 | $466K | Buy |
+19,411
| New | +$466K | 0.04% | 470 |
|