Independent Portfolio Consultants’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $25K | Sell |
1,694
-531
| -24% | -$7.84K | 0.01% | 592 |
|
|
2017
Q1 | $33K | Sell |
2,225
-1,007
| -31% | -$14.9K | 0.01% | 617 |
|
|
2016
Q4 | $46K | Sell |
3,232
-270
| -8% | -$3.84K | 0.02% | 558 |
|
|
2016
Q3 | $46K | Sell |
3,502
-445
| -11% | -$5.85K | 0.01% | 561 |
|
|
2016
Q2 | $42K | Sell |
3,947
-210
| -5% | -$2.24K | 0.01% | 565 |
|
|
2016
Q1 | $59K | Sell |
4,157
-200
| -5% | -$2.84K | 0.02% | 554 |
|
|
2015
Q4 | $95K | Sell |
4,357
-25
| -0.6% | -$545 | 0.03% | 488 |
|
|
2015
Q3 | $105K | Sell |
4,382
-123
| -3% | -$2.95K | 0.02% | 448 |
|
|
2015
Q2 | $124K | Buy |
4,505
+20
| +0.4% | +$550 | 0.02% | 453 |
|
|
2015
Q1 | $121K | Sell |
4,485
-385
| -8% | -$10.4K | 0.02% | 450 |
|
|
2014
Q4 | $122K | Sell |
4,870
-6,856
| -58% | -$172K | 0.02% | 462 |
|
|
2014
Q3 | $324K | Sell |
11,726
-6,165
| -34% | -$170K | 0.09% | 380 |
|
|
2014
Q2 | $508K | Buy |
17,891
+1,233
| +7% | +$35K | 0.14% | 226 |
|
|
2014
Q1 | $539K | Sell |
16,658
-3,768
| -18% | -$122K | 0.17% | 199 |
|
|
2013
Q4 | $634K | Sell |
20,426
-3,059
| -13% | -$94.9K | 0.22% | 151 |
|
|
2013
Q3 | $717K | Buy |
23,485
+8,440
| +56% | +$258K | 0.29% | 105 |
|
|
2013
Q2 | $398K | Buy |
+15,045
| New | +$398K | 0.18% | 245 |
|