Lourd Capital’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-18,958
| Closed | -$283K | – | 344 |
|
|
2018
Q3 | $283K | Sell |
18,958
-198
| -1% | -$2.96K | 0.02% | 227 |
|
|
2018
Q2 | $285K | Sell |
19,156
-12,236
| -39% | -$182K | 0.04% | 97 |
|
|
2018
Q1 | $527K | Sell |
31,392
-10
| -0% | -$168 | 0.07% | 83 |
|
|
2017
Q4 | $561K | Buy |
+31,402
| New | +$561K | 0.04% | 142 |
|