Integrated Wealth Management’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
Q4 | – | Sell |
-1,700
| Closed | -$22K | – | 1088 |
|
|
2016
Q3 | $22K | Buy |
1,700
+700
| +70% | +$9.06K | 0.01% | 582 |
|
|
2016
Q2 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 745 |
|
|
2016
Q1 | $14K | Sell |
1,000
-15
| -1% | -$210 | 0.01% | 633 |
|
|
2015
Q4 | $22K | Hold |
1,015
| – | – | 0.01% | 568 |
|
|
2015
Q3 | $24K | Hold |
1,015
| – | – | 0.01% | 533 |
|
|
2015
Q2 | $28K | Sell |
1,015
-110
| -10% | -$3.03K | 0.01% | 519 |
|
|
2015
Q1 | $30K | Buy |
+1,125
| New | +$30K | 0.01% | 479 |
|