Guardian Capital Advisors’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-29,730
| Closed | -$439K | – | 168 |
|
|
2016
Q1 | $439K | Buy |
29,730
+5,275
| +22% | +$77.9K | 0.08% | 118 |
|
|
2015
Q4 | $513K | Buy |
24,455
+1,920
| +9% | +$40.3K | 0.11% | 114 |
|
|
2015
Q3 | $554K | Sell |
22,535
-350
| -2% | -$8.6K | 0.11% | 112 |
|
|
2015
Q2 | $689K | Sell |
22,885
-9,395
| -29% | -$283K | 0.13% | 108 |
|
|
2015
Q1 | $1.12M | Sell |
32,280
-2,460
| -7% | -$85K | 0.17% | 98 |
|
|
2014
Q4 | $948K | Buy |
34,740
+3,485
| +11% | +$95.1K | 0.15% | 103 |
|
|
2014
Q3 | $945K | Buy |
31,255
+3,806
| +14% | +$115K | 0.16% | 103 |
|
|
2014
Q2 | $792K | Buy |
27,449
+2,655
| +11% | +$76.6K | 0.14% | 106 |
|
|
2014
Q1 | $813K | Sell |
24,794
-546
| -2% | -$17.9K | 0.16% | 104 |
|
|
2013
Q4 | $865K | Sell |
25,340
-7,213
| -22% | -$246K | 0.17% | 107 |
|
|
2013
Q3 | $1.03M | Buy |
32,553
+13,500
| +71% | +$427K | 0.22% | 95 |
|
|
2013
Q2 | $506K | Buy |
+19,053
| New | +$506K | 0.14% | 103 |
|