Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,125
| Closed | -$61K | – | 1035 |
|
|
2021
Q4 | $61K | Sell |
1,125
-875
| -44% | -$47.4K | 0.01% | 228 |
|
|
2021
Q3 | $20K | Hold |
2,000
| – | – | ﹤0.01% | 360 |
|
|
2021
Q2 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 354 |
|
|
2021
Q1 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 306 |
|
|
2020
Q4 | $26K | Hold |
2,000
| – | – | ﹤0.01% | 277 |
|
|
2020
Q3 | $20K | Hold |
2,000
| – | – | ﹤0.01% | 289 |
|
|
2020
Q2 | $21K | Buy |
+2,000
| New | +$21K | ﹤0.01% | 286 |
|
|
2016
Q1 | – | Sell |
-75
| Closed | -$2K | – | 432 |
|
|
2015
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 347 |
|