Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-54,900
| Closed | -$529K | – | 132 |
|
|
2021
Q4 | $529K | Sell |
54,900
-2,800
| -5% | -$27K | 0.29% | 96 |
|
|
2021
Q3 | $569K | Hold |
57,700
| – | – | 0.35% | 87 |
|
|
2021
Q2 | $605K | Hold |
57,700
| – | – | 0.37% | 81 |
|
|
2021
Q1 | $612K | Hold |
57,700
| – | – | 0.4% | 75 |
|
|
2020
Q4 | $739K | Sell |
57,700
-1,150
| -2% | -$14.7K | 0.54% | 63 |
|
|
2020
Q3 | $587K | Sell |
58,850
-650
| -1% | -$6.48K | 0.5% | 65 |
|
|
2020
Q2 | $613K | Sell |
59,500
-1,200
| -2% | -$12.4K | 0.57% | 60 |
|
|
2020
Q1 | $491K | Hold |
60,700
| – | – | 0.58% | 59 |
|
|
2019
Q4 | $818K | Buy |
+60,700
| New | +$818K | 0.71% | 52 |
|