IWP
CS

Icon Wealth Partners’s Credit Suisse Group CS Stock Holding History

Icon Wealth Partners’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,979
Closed -$29K – 765
2018
Q2 		$29K Buy
+1,979
New +$29K 0.01% 510
2018
Q1 		– Sell
-1,979
Closed -$35K – 784
2017
Q4 		$35K Buy
+1,979
New +$35K 0.02% 497