MA
CS
Montag & Associates’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,930
| Closed | -$5.87K | – | 961 |
|
|
2022
Q4 | $5.87K | Buy |
+1,930
| New | +$5.87K | ﹤0.01% | 798 |
|
|
2018
Q3 | – | Sell |
-10,469
| Closed | -$156K | – | 337 |
|
|
2018
Q2 | $156K | Hold |
10,469
| – | – | 0.02% | 274 |
|
|
2018
Q1 | $176K | Buy |
+10,469
| New | +$176K | 0.02% | 274 |
|
|
2016
Q1 | – | Sell |
-193,617
| Closed | -$4.2M | – | 250 |
|
|
2015
Q4 | $4.2M | Sell |
193,617
-31,164
| -14% | -$676K | 0.62% | 50 |
|
|
2015
Q3 | $5.4M | Buy |
224,781
+95,819
| +74% | +$2.3M | 0.84% | 35 |
|
|
2015
Q2 | $3.56M | Buy |
+128,962
| New | +$3.56M | 0.52% | 68 |
|