Gradient Investments’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 |
-500
| Closed | -$445 | – | 1916 |
|
|
2023
Q1 | $445 | Buy |
+500
| New | +$445 | ﹤0.01% | 1293 |
|
|
2020
Q1 | – | Sell |
-98
| Closed | -$1K | – | 1284 |
|
|
2019
Q4 | $1K | Hold |
98
| – | – | ﹤0.01% | 1072 |
|
|
2019
Q3 | $1K | Hold |
98
| – | – | ﹤0.01% | 1075 |
|
|
2019
Q2 | $1K | Hold |
98
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q1 | $1K | Sell |
98
-224
| -70% | -$2.29K | ﹤0.01% | 840 |
|
|
2018
Q4 | $3K | Sell |
322
-154,991
| -100% | -$1.44M | ﹤0.01% | 798 |
|
|
2018
Q3 | $2.32M | Buy |
155,313
+17,801
| +13% | +$266K | 0.12% | 111 |
|
|
2018
Q2 | $2.05M | Buy |
137,512
+21,615
| +19% | +$322K | 0.11% | 120 |
|
|
2018
Q1 | $1.95M | Buy |
115,897
+11,155
| +11% | +$187K | 0.11% | 120 |
|
|
2017
Q4 | $1.87M | Buy |
104,742
+22,982
| +28% | +$410K | 0.11% | 100 |
|
|
2017
Q3 | $1.29M | Buy |
81,760
+27,827
| +52% | +$440K | 0.08% | 102 |
|
|
2017
Q2 | $787K | Buy |
53,933
+36,883
| +216% | +$538K | 0.06% | 116 |
|
|
2017
Q1 | $253K | Buy |
17,050
+16,947
| +16,453% | +$251K | 0.02% | 210 |
|
|
2016
Q4 | $1K | Buy |
+103
| New | +$1K | ﹤0.01% | 705 |
|