Global Retirement Partners’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 |
-307
| Closed | -$263 | – | 3270 |
|
|
2023
Q1 | $263 | Hold |
307
| – | – | ﹤0.01% | 3053 |
|
|
2022
Q4 | $933 | Sell |
307
-637
| -67% | -$1.94K | ﹤0.01% | 2615 |
|
|
2022
Q3 | $4K | Buy |
944
+564
| +148% | +$2.39K | ﹤0.01% | 2053 |
|
|
2022
Q2 | $2K | Sell |
380
-123
| -24% | -$647 | ﹤0.01% | 2312 |
|
|
2022
Q1 | $4K | Buy |
+503
| New | +$4K | ﹤0.01% | 2006 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$1K | – | 1962 |
|
|
2021
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 1962 |
|
|
2021
Q2 | $1K | Sell |
100
-400
| -80% | -$4K | ﹤0.01% | 1842 |
|
|
2021
Q1 | $5K | Sell |
500
-590
| -54% | -$5.9K | ﹤0.01% | 1493 |
|
|
2020
Q4 | $14K | Buy |
1,090
+923
| +553% | +$11.9K | ﹤0.01% | 1173 |
|
|
2020
Q3 | $2K | Buy |
167
+67
| +67% | +$802 | ﹤0.01% | 1527 |
|
|
2020
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1577 |
|
|
2019
Q3 | – | Sell |
-91
| Closed | -$1K | – | 1709 |
|
|
2019
Q2 | $1K | Sell |
91
-85
| -48% | -$934 | ﹤0.01% | 1560 |
|
|
2019
Q1 | $2K | Sell |
176
-109
| -38% | -$1.24K | ﹤0.01% | 1421 |
|
|
2018
Q4 | $3K | Sell |
285
-348
| -55% | -$3.66K | ﹤0.01% | 1298 |
|
|
2018
Q3 | $9K | Buy |
633
+178
| +39% | +$2.53K | ﹤0.01% | 1080 |
|
|
2018
Q2 | $7K | Hold |
455
| – | – | ﹤0.01% | 1116 |
|
|
2018
Q1 | $8K | Buy |
455
+184
| +68% | +$3.24K | ﹤0.01% | 1040 |
|
|
2017
Q4 | $5K | Sell |
271
-99
| -27% | -$1.83K | ﹤0.01% | 1132 |
|
|
2017
Q3 | $6K | Sell |
370
-104
| -22% | -$1.69K | ﹤0.01% | 977 |
|
|
2017
Q2 | $7K | Buy |
474
+181
| +62% | +$2.67K | ﹤0.01% | 879 |
|
|
2017
Q1 | $4K | Hold |
293
| – | – | ﹤0.01% | 960 |
|
|
2016
Q4 | $4K | Buy |
+293
| New | +$4K | ﹤0.01% | 891 |
|