LWM
CS

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

Loveless Wealth Management’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 		$529K Sell
2021
Q3 		$569K Hold
2021
Q2 		$605K Hold
2021
Q1 		$612K Hold
2020
Q4 		$739K Sell
2020
Q3 		$587K Sell
2020
Q2 		$613K Sell
2020
Q1 		$491K Hold
2019
Q4 		$818K Buy