Mark Sheptoff Financial Planning’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
Q3 | – | Sell |
-650
| Closed | -$10K | – | 387 |
|
|
2018
Q2 | $10K | Hold |
650
| – | – | 0.01% | 283 |
|
|
2018
Q1 | $11K | Buy |
+650
| New | +$11K | 0.01% | 278 |
|
|
2015
Q4 | – | Sell |
-64
| Closed | -$2K | – | 436 |
|
|
2015
Q3 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 357 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$11K | – | 408 |
|
|
2015
Q1 | $11K | Buy |
+400
| New | +$11K | 0.01% | 262 |
|