Mackenzie Financial’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
Q1 | – | Sell |
-14,304
| Closed | -$255K | – | 971 |
|
|
2017
Q4 | $255K | Buy |
14,304
+2,338
| +20% | +$41.7K | ﹤0.01% | 773 |
|
|
2017
Q3 | $189K | Buy |
+11,966
| New | +$189K | ﹤0.01% | 600 |
|
|
2014
Q3 | – | Sell |
-95,178
| Closed | -$2.7M | – | 744 |
|
|
2014
Q2 | $2.7M | Sell |
95,178
-77,200
| -45% | -$2.19M | 0.01% | 373 |
|
|
2014
Q1 | $5.58M | Sell |
172,378
-26,000
| -13% | -$842K | 0.03% | 309 |
|
|
2013
Q4 | $6.16M | Buy |
198,378
+48,400
| +32% | +$1.5M | 0.03% | 285 |
|
|
2013
Q3 | $4.58M | Buy |
149,978
+8,200
| +6% | +$251K | 0.02% | 303 |
|
|
2013
Q2 | $3.75M | Buy |
+141,778
| New | +$3.75M | 0.02% | 334 |
|