Nelson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-750
| Closed | -$9K | – | 302 |
|
|
2019
Q3 | $9K | Hold |
750
| – | – | ﹤0.01% | 252 |
|
|
2019
Q2 | $9K | Hold |
750
| – | – | ﹤0.01% | 230 |
|
|
2019
Q1 | $9K | Hold |
750
| – | – | ﹤0.01% | 211 |
|
|
2018
Q4 | $8K | Sell |
750
-112
| -13% | -$1.2K | ﹤0.01% | 222 |
|
|
2018
Q3 | $13K | Buy |
862
+112
| +15% | +$1.69K | ﹤0.01% | 198 |
|
|
2018
Q2 | $11K | Hold |
750
| – | – | ﹤0.01% | 196 |
|
|
2018
Q1 | $13K | Hold |
750
| – | – | ﹤0.01% | 197 |
|
|
2017
Q4 | $13K | Hold |
750
| – | – | ﹤0.01% | 219 |
|
|
2017
Q3 | $12K | Hold |
750
| – | – | ﹤0.01% | 202 |
|
|
2017
Q2 | $11K | Hold |
750
| – | – | ﹤0.01% | 208 |
|
|
2017
Q1 | $11K | Hold |
750
| – | – | ﹤0.01% | 212 |
|
|
2016
Q4 | $11K | Hold |
750
| – | – | ﹤0.01% | 204 |
|
|
2016
Q3 | $10K | Hold |
750
| – | – | ﹤0.01% | 207 |
|
|
2016
Q2 | $8K | Hold |
750
| – | – | ﹤0.01% | 218 |
|
|
2016
Q1 | $11K | Buy |
+750
| New | +$11K | ﹤0.01% | 195 |
|