Kovack 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 |
-21,802
| Closed | -$66.3K | – | 619 |
|
|
2022
Q4 | $66.3K | Sell |
21,802
-304
| -1% | -$924 | 0.01% | 529 |
|
|
2022
Q3 | $87K | Buy |
+22,106
| New | +$87K | 0.01% | 539 |
|
|
2022
Q2 | – | Sell |
-19,302
| Closed | -$151K | – | 733 |
|
|
2022
Q1 | $151K | Buy |
+19,302
| New | +$151K | 0.02% | 669 |
|
|
2021
Q3 | – | Sell |
-20,098
| Closed | -$211K | – | 728 |
|
|
2021
Q2 | $211K | Buy |
+20,098
| New | +$211K | 0.02% | 626 |
|