LWMG
CS

Levy Wealth Management Group’s Credit Suisse Group CS Stock Holding History

Levy Wealth Management Group’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18,500
Closed -$16.5K – 110
2023
Q1 		$16.5K Buy
+18,500
New +$16.5K 0.01% 107