Koss-Olinger Consulting’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-175,982
| Closed | -$690K | – | 284 |
|
|
2022
Q3 | $690K | Buy |
175,982
+76,605
| +77% | +$300K | 0.12% | 75 |
|
|
2022
Q2 | $563K | Sell |
99,377
-43,943
| -31% | -$249K | 0.1% | 74 |
|
|
2022
Q1 | $1.13M | Buy |
143,320
+89,320
| +165% | +$701K | 0.18% | 54 |
|
|
2021
Q4 | $521K | Buy |
54,000
+15,329
| +40% | +$148K | 0.08% | 105 |
|
|
2021
Q3 | $381K | Buy |
+38,671
| New | +$381K | 0.06% | 147 |
|