Forum Financial Management’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-39,851
| Closed | -$121K | – | 646 |
|
|
2022
Q4 | $121K | Hold |
39,851
| – | – | ﹤0.01% | 566 |
|
|
2022
Q3 | $156K | Hold |
39,851
| – | – | 0.01% | 505 |
|
|
2022
Q2 | $226K | Hold |
39,851
| – | – | 0.01% | 464 |
|
|
2022
Q1 | $312K | Hold |
39,851
| – | – | 0.02% | 377 |
|
|
2021
Q4 | $384K | Buy |
+39,851
| New | +$384K | 0.02% | 321 |
|