Glassman Wealth Services’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
Q2 | – | Sell |
-1,793
| Closed | -$1.6K | – | 2042 |
|
|
2023
Q1 | $1.6K | Sell |
1,793
-161
| -8% | -$143 | ﹤0.01% | 1307 |
|
|
2022
Q4 | $5.94K | Sell |
1,954
-534
| -21% | -$1.62K | ﹤0.01% | 979 |
|
|
2022
Q3 | $10K | Buy |
2,488
+197
| +9% | +$792 | ﹤0.01% | 809 |
|
|
2022
Q2 | $13K | Buy |
2,291
+1,601
| +232% | +$9.09K | ﹤0.01% | 744 |
|
|
2022
Q1 | $5K | Sell |
690
-1,147
| -62% | -$8.31K | ﹤0.01% | 1028 |
|
|
2021
Q4 | $18K | Buy |
1,837
+430
| +31% | +$4.21K | ﹤0.01% | 640 |
|
|
2021
Q3 | $14K | Buy |
1,407
+296
| +27% | +$2.95K | ﹤0.01% | 684 |
|
|
2021
Q2 | $12K | Sell |
1,111
-156
| -12% | -$1.69K | ﹤0.01% | 718 |
|
|
2021
Q1 | $13K | Buy |
1,267
+64
| +5% | +$657 | ﹤0.01% | 659 |
|
|
2020
Q4 | $15K | Buy |
1,203
+336
| +39% | +$4.19K | ﹤0.01% | 617 |
|
|
2020
Q3 | $9K | Buy |
867
+394
| +83% | +$4.09K | ﹤0.01% | 660 |
|
|
2020
Q2 | $5K | Buy |
+473
| New | +$5K | ﹤0.01% | 647 |
|
|
2020
Q1 | – | Sell |
-43
| Closed | -$1K | – | 1677 |
|
|
2019
Q4 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1098 |
|
|
2018
Q4 | – | Sell |
-78
| Closed | -$1K | – | 1028 |
|
|
2018
Q3 | $1K | Buy |
+78
| New | +$1K | ﹤0.01% | 766 |
|
|
2016
Q3 | – | Sell |
-281
| Closed | -$3K | – | 608 |
|
|
2016
Q2 | $3K | Hold |
281
| – | – | ﹤0.01% | 404 |
|
|
2016
Q1 | $4K | Hold |
281
| – | – | ﹤0.01% | 390 |
|
|
2015
Q4 | $6K | Hold |
281
| – | – | 0.01% | 363 |
|
|
2015
Q3 | $7K | Hold |
281
| – | – | 0.01% | 343 |
|
|
2015
Q2 | $8K | Hold |
281
| – | – | 0.01% | 348 |
|
|
2015
Q1 | $8K | Hold |
281
| – | – | 0.01% | 353 |
|
|
2014
Q4 | $7K | Buy |
+281
| New | +$7K | 0.01% | 405 |
|