LFA
CS
Legacy Financial Advisors’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-96
| Closed | -$1K | – | 964 |
|
|
2019
Q1 | $1K | Hold |
96
| – | – | ﹤0.01% | 1035 |
|
|
2018
Q4 | $1K | Hold |
96
| – | – | ﹤0.01% | 951 |
|
|
2018
Q3 | $1K | Buy |
96
+31
| +48% | +$323 | ﹤0.01% | 868 |
|
|
2018
Q2 | $1K | Sell |
65
-1,696
| -96% | -$26.1K | ﹤0.01% | 906 |
|
|
2018
Q1 | $29K | Buy |
+1,761
| New | +$29K | 0.01% | 309 |
|