Fieldpoint Private Securities’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 |
-5,064
| Closed | -$49K | – | 1764 |
|
|
2021
Q4 | $49K | Buy |
5,064
+3,155
| +165% | +$30.5K | 0.01% | 628 |
|
|
2021
Q3 | $19K | Buy |
1,909
+534
| +39% | +$5.32K | ﹤0.01% | 844 |
|
|
2021
Q2 | $14K | Sell |
1,375
-1,825
| -57% | -$18.6K | ﹤0.01% | 931 |
|
|
2021
Q1 | $34K | Hold |
3,200
| – | – | 0.01% | 653 |
|
|
2020
Q4 | $41K | Buy |
+3,200
| New | +$41K | 0.01% | 511 |
|
|
2017
Q4 | – | Sell |
-1,803
| Closed | -$28K | – | 591 |
|
|
2017
Q3 | $28K | Buy |
+1,803
| New | +$28K | 0.01% | 477 |
|