Howe & Rusling’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 |
-5,000
| Closed | -$52K | – | 884 |
|
|
2020
Q2 | $52K | Hold |
5,000
| – | – | 0.01% | 248 |
|
|
2020
Q1 | $40K | Buy |
+5,000
| New | +$40K | 0.01% | 273 |
|
|
2016
Q2 | – | Sell |
-639
| Closed | -$9K | – | 1075 |
|
|
2016
Q1 | $9K | Hold |
639
| – | – | ﹤0.01% | 560 |
|
|
2015
Q4 | $14K | Buy |
+639
| New | +$14K | ﹤0.01% | 445 |
|