LWAM
CS

Legacy Wealth Asset Management’s Credit Suisse Group CS Stock Holding History

Legacy Wealth Asset Management’s Portfolio CS Stock Details CS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,303,407
Closed -$1.16M – 349
2023
Q1 		$1.16M Buy
1,303,407
+924,486
+244% +$823K 0.42% 67
2022
Q4 		$1.15M Buy
378,921
+50,777
+15% +$154K 0.44% 65
2022
Q3 		$1.29M Buy
+328,144
New +$1.29M 0.56% 42