MinichMacGregor Wealth Management’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-149
| Closed | -$452 | – | 698 |
|
|
2022
Q4 | $452 | Buy |
+149
| New | +$452 | ﹤0.01% | 672 |
|
|
2018
Q4 | – | Sell |
-149
| Closed | -$2K | – | 556 |
|
|
2018
Q3 | $2K | Hold |
149
| – | – | ﹤0.01% | 465 |
|
|
2018
Q2 | $2K | Hold |
149
| – | – | ﹤0.01% | 460 |
|
|
2018
Q1 | $2K | Hold |
149
| – | – | ﹤0.01% | 438 |
|
|
2017
Q4 | $2K | Buy |
+149
| New | +$2K | ﹤0.01% | 428 |
|