Financial Architects (New Jersey)’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$23K | – | 1379 |
|
|
2019
Q1 | $23K | Sell |
2,000
-216
| -10% | -$2.48K | ﹤0.01% | 752 |
|
|
2018
Q4 | $24K | Buy |
2,216
+2,000
| +926% | +$21.7K | ﹤0.01% | 685 |
|
|
2018
Q3 | $3K | Hold |
216
| – | – | ﹤0.01% | 1166 |
|
|
2018
Q2 | $3K | Hold |
216
| – | – | ﹤0.01% | 1188 |
|
|
2018
Q1 | $4K | Hold |
216
| – | – | ﹤0.01% | 1139 |
|
|
2017
Q4 | $4K | Hold |
216
| – | – | ﹤0.01% | 1217 |
|
|
2017
Q3 | $3K | Hold |
216
| – | – | ﹤0.01% | 1289 |
|
|
2017
Q2 | $3K | Hold |
216
| – | – | ﹤0.01% | 1284 |
|
|
2017
Q1 | $3K | Hold |
216
| – | – | ﹤0.01% | 1305 |
|
|
2016
Q4 | $3K | Hold |
216
| – | – | ﹤0.01% | 1237 |
|
|
2016
Q3 | $3K | Hold |
216
| – | – | ﹤0.01% | 1248 |
|
|
2016
Q2 | $2K | Hold |
216
| – | – | ﹤0.01% | 1314 |
|
|
2016
Q1 | $3K | Buy |
+216
| New | +$3K | ﹤0.01% | 973 |
|
|
2015
Q3 | – | Sell |
-216
| Closed | -$6K | – | 958 |
|
|
2015
Q2 | $6K | Buy |
+216
| New | +$6K | ﹤0.01% | 897 |
|