FGAM
CS
Financial Gravity Asset Management’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$16 | – | 1760 |
|
|
2022
Q4 | $16 | Buy |
+3
| New | +$16 | ﹤0.01% | 1343 |
|
|
2021
Q2 | – | Sell |
-970
| Closed | -$10.3K | – | 1069 |
|
|
2021
Q1 | $10.3K | Sell |
970
-22
| -2% | -$233 | 0.21% | 73 |
|
|
2020
Q4 | $13K | Buy |
+992
| New | +$13K | 0.01% | 163 |
|
|
2020
Q2 | – | Sell |
-11
| Closed | -$85 | – | 1002 |
|
|
2020
Q1 | $85 | Sell |
11
-27
| -71% | -$209 | ﹤0.01% | 909 |
|
|
2019
Q4 | $13K | Sell |
38
-8
| -17% | -$2.74K | 0.01% | 1143 |
|
|
2019
Q3 | $1K | Buy |
46
+11
| +31% | +$239 | ﹤0.01% | 1146 |
|
|
2019
Q2 | $0 | Sell |
35
-58
| -62% | – | ﹤0.01% | 1764 |
|
|
2019
Q1 | $1K | Buy |
+93
| New | +$1K | ﹤0.01% | 1246 |
|
|
2018
Q3 | $0 | Buy |
25
+1
| +4% | – | ﹤0.01% | 1679 |
|
|
2018
Q2 | $0 | Hold |
24
| – | – | ﹤0.01% | 1670 |
|
|
2018
Q1 | $0 | Buy |
+24
| New | – | ﹤0.01% | 1543 |
|