GeoWealth 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
2020
Q3
Sell
-24,100
Closed -$248K 191
2020
Q2
$248K Buy
+24,100
New +$248K 0.1% 137
2020
Q1
Sell
-25,606
Closed -$345K 126
2019
Q4
$345K Buy
+25,606
New +$345K 0.19% 71