JFS Wealth 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
Q1 | – | Sell |
-454
| Closed | -$1.38K | – | 1998 |
|
|
2022
Q4 | $1.38K | Sell |
454
-11,551
| -96% | -$35.1K | ﹤0.01% | 1510 |
|
|
2022
Q3 | $47K | Hold |
12,005
| – | – | 0.01% | 390 |
|
|
2022
Q2 | $68K | Buy |
12,005
+1,078
| +10% | +$6.11K | 0.01% | 347 |
|
|
2022
Q1 | $86K | Buy |
10,927
+1,676
| +18% | +$13.2K | 0.01% | 322 |
|
|
2021
Q4 | $89K | Buy |
9,251
+130
| +1% | +$1.25K | 0.01% | 327 |
|
|
2021
Q3 | $90K | Buy |
9,121
+269
| +3% | +$2.65K | 0.01% | 329 |
|
|
2021
Q2 | $93K | Sell |
8,852
-1,284
| -13% | -$13.5K | 0.01% | 228 |
|
|
2021
Q1 | $107K | Hold |
10,136
| – | – | 0.02% | 190 |
|
|
2020
Q4 | $130K | Hold |
10,136
| – | – | 0.03% | 173 |
|
|
2020
Q3 | $101K | Sell |
10,136
-61
| -0.6% | -$608 | 0.02% | 175 |
|
|
2020
Q2 | $105K | Buy |
10,197
+334
| +3% | +$3.44K | 0.03% | 175 |
|
|
2020
Q1 | $80K | Buy |
9,863
+773
| +9% | +$6.27K | 0.02% | 192 |
|
|
2019
Q4 | $122K | Hold |
9,090
| – | – | 0.03% | 174 |
|
|
2019
Q3 | $111K | Hold |
9,090
| – | – | 0.03% | 181 |
|
|
2019
Q2 | $109K | Hold |
9,090
| – | – | 0.03% | 179 |
|
|
2019
Q1 | $106K | Buy |
9,090
+318
| +4% | +$3.71K | 0.03% | 176 |
|
|
2018
Q4 | $95K | Buy |
8,772
+961
| +12% | +$10.4K | 0.03% | 179 |
|
|
2018
Q3 | $117K | Buy |
7,811
+213
| +3% | +$3.19K | 0.03% | 184 |
|
|
2018
Q2 | $113K | Buy |
7,598
+140
| +2% | +$2.08K | 0.03% | 184 |
|
|
2018
Q1 | $125K | Hold |
7,458
| – | – | 0.03% | 178 |
|
|
2017
Q4 | $133K | Hold |
7,458
| – | – | 0.03% | 175 |
|
|
2017
Q3 | $118K | Buy |
7,458
+422
| +6% | +$6.68K | 0.03% | 178 |
|
|
2017
Q2 | $103K | Buy |
7,036
+338
| +5% | +$4.95K | 0.03% | 170 |
|
|
2017
Q1 | $96K | Hold |
6,698
| – | – | 0.03% | 171 |
|
|
2016
Q4 | $96K | Sell |
6,698
-21
| -0.3% | -$301 | 0.03% | 171 |
|
|
2016
Q3 | $88K | Buy |
6,719
+33
| +0.5% | +$432 | 0.03% | 189 |
|
|
2016
Q2 | $72K | Buy |
6,686
+570
| +9% | +$6.14K | 0.02% | 222 |
|
|
2016
Q1 | $86K | Buy |
6,116
+2,187
| +56% | +$30.8K | 0.03% | 189 |
|
|
2015
Q4 | $85K | Buy |
3,929
+2,279
| +138% | +$49.3K | 0.02% | 194 |
|
|
2015
Q3 | $40K | Buy |
+1,650
| New | +$40K | 0.02% | 229 |
|