Liberty Wealth Management’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,500
| Closed | -$10.2K | – | 240 |
|
|
2023
Q1 | $10.2K | Buy |
+11,500
| New | +$10.2K | ﹤0.01% | 230 |
|
|
2021
Q4 | – | Sell |
-160
| Closed | -$2K | – | 1176 |
|
|
2021
Q3 | $2K | Buy |
160
+80
| +100% | +$1K | ﹤0.01% | 1088 |
|
|
2021
Q2 | $1K | Sell |
80
-29
| -27% | -$363 | ﹤0.01% | 1050 |
|
|
2021
Q1 | $1K | Hold |
109
| – | – | ﹤0.01% | 913 |
|
|
2020
Q4 | $1K | Buy |
+109
| New | +$1K | ﹤0.01% | 919 |
|
|
2019
Q4 | – | Sell |
-91
| Closed | -$1K | – | 973 |
|
|
2019
Q3 | $1K | Buy |
+91
| New | +$1K | ﹤0.01% | 839 |
|