IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,264
| Closed | -$6.44K | – | 3620 |
|
|
2023
Q2 | $6.44K | Sell |
7,264
-6,720
| -48% | -$5.95K | ﹤0.01% | 2450 |
|
|
2023
Q1 | $315K | Buy |
13,984
+6,166
| +79% | +$139K | 0.01% | 754 |
|
|
2022
Q4 | $176K | Buy |
7,818
+500
| +7% | +$11.3K | ﹤0.01% | 1422 |
|
|
2022
Q3 | $166K | Buy |
7,318
+3,351
| +84% | +$76K | ﹤0.01% | 1530 |
|
|
2022
Q2 | $91K | Hold |
3,967
| – | – | ﹤0.01% | 1752 |
|
|
2022
Q1 | $91K | Buy |
3,967
+2,950
| +290% | +$67.7K | ﹤0.01% | 1752 |
|
|
2021
Q4 | $11K | Buy |
+1,017
| New | +$11K | ﹤0.01% | 2161 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4864 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4671 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4525 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4310 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4144 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3943 |
|
|
2020
Q1 | – | Sell |
-374
| Closed | -$5K | – | 3832 |
|
|
2019
Q4 | $5K | Sell |
374
-26
| -7% | -$348 | ﹤0.01% | 2201 |
|
|
2019
Q3 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 2359 |
|
|
2019
Q1 | $0 | Sell |
26
-2,781
| -99% | – | ﹤0.01% | 3582 |
|
|
2018
Q4 | $31K | Sell |
2,807
-288
| -9% | -$3.18K | ﹤0.01% | 1870 |
|
|
2018
Q3 | $46K | Buy |
3,095
+240
| +8% | +$3.57K | ﹤0.01% | 1930 |
|
|
2018
Q2 | $42K | Buy |
2,855
+270
| +10% | +$3.97K | ﹤0.01% | 2009 |
|
|
2018
Q1 | $46K | Hold |
2,585
| – | – | ﹤0.01% | 1871 |
|
|
2017
Q4 | $46K | Sell |
2,585
-67
| -3% | -$1.19K | ﹤0.01% | 1867 |
|
|
2017
Q3 | $42K | Buy |
2,652
+177
| +7% | +$2.8K | ﹤0.01% | 2085 |
|
|
2017
Q2 | $36K | Buy |
2,475
+449
| +22% | +$6.53K | ﹤0.01% | 2174 |
|
|
2017
Q1 | $30K | Sell |
2,026
-127
| -6% | -$1.88K | ﹤0.01% | 2223 |
|
|
2016
Q4 | $31K | Sell |
2,153
-6
| -0.3% | -$86 | ﹤0.01% | 2169 |
|
|
2016
Q3 | $28K | Sell |
2,159
-861
| -29% | -$11.2K | ﹤0.01% | 2185 |
|
|
2016
Q2 | $32K | Buy |
3,020
+2,994
| +11,515% | +$31.7K | ﹤0.01% | 2033 |
|
|
2016
Q1 | $0 | Sell |
26
-1,343
| -98% | – | ﹤0.01% | 3611 |
|
|
2015
Q4 | $30K | Buy |
+1,369
| New | +$30K | ﹤0.01% | 1916 |
|