LWA
CS

Lenox Wealth Advisors’s Credit Suisse Group CS Stock Holding History

Lenox Wealth Advisors’s Portfolio CS Stock Details CS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
2021
Q4 		$61K Sell
2021
Q3 		$20K Hold
2021
Q2 		$21K Hold
2021
Q1 		$21K Hold
2020
Q4 		$26K Hold
2020
Q3 		$20K Hold
2020
Q2 		$21K Buy
2016
Q1 		– Sell
2015
Q4 		$2K Buy