Next Financial Group’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $9K | Buy |
938
+219
| +30% | +$2.1K | ﹤0.01% | 2246 |
|
|
2021
Q3 | $7K | Buy |
719
+137
| +24% | +$1.33K | ﹤0.01% | 2175 |
|
|
2021
Q2 | $6K | Sell |
582
-623
| -52% | -$6.42K | ﹤0.01% | 2175 |
|
|
2021
Q1 | $13K | Sell |
1,205
-1,819
| -60% | -$19.6K | ﹤0.01% | 1811 |
|
|
2020
Q4 | $38K | Buy |
3,024
+24
| +0.8% | +$302 | ﹤0.01% | 1295 |
|
|
2020
Q3 | $30K | Buy |
+3,000
| New | +$30K | ﹤0.01% | 1280 |
|
|
2020
Q2 | – | Sell |
-5,000
| Closed | -$40K | – | 2034 |
|
|
2020
Q1 | $40K | Buy |
+5,000
| New | +$40K | 0.01% | 1062 |
|
|
2019
Q4 | – | Sell |
-123
| Closed | -$2K | – | 2575 |
|
|
2019
Q3 | $2K | Hold |
123
| – | – | ﹤0.01% | 2171 |
|
|
2019
Q2 | $1K | Hold |
123
| – | – | ﹤0.01% | 2273 |
|
|
2019
Q1 | $1K | Hold |
123
| – | – | ﹤0.01% | 1602 |
|
|
2018
Q4 | $1K | Buy |
+123
| New | +$1K | ﹤0.01% | 1909 |
|
|
2017
Q3 | – | Sell |
-1,252
| Closed | -$18K | – | 1995 |
|
|
2017
Q2 | $18K | Hold |
1,252
| – | – | ﹤0.01% | 1132 |
|
|
2017
Q1 | $19K | Buy |
1,252
+322
| +35% | +$4.89K | 0.01% | 1077 |
|
|
2016
Q4 | $13K | Buy |
930
+325
| +54% | +$4.54K | ﹤0.01% | 1551 |
|
|
2016
Q3 | $8K | Hold |
605
| – | – | ﹤0.01% | 1781 |
|
|
2016
Q2 | $6K | Buy |
+605
| New | +$6K | ﹤0.01% | 1384 |
|
|
2015
Q4 | – | Sell |
-1,500
| Closed | -$36K | – | 1978 |
|
|
2015
Q3 | $36K | Sell |
1,500
-102
| -6% | -$2.45K | 0.01% | 754 |
|
|
2015
Q2 | $44K | Hold |
1,602
| – | – | 0.02% | 717 |
|
|
2015
Q1 | $43K | Buy |
1,602
+1,500
| +1,471% | +$40.3K | 0.01% | 721 |
|
|
2014
Q4 | $3K | Sell |
102
-55
| -35% | -$1.62K | ﹤0.01% | 1675 |
|
|
2014
Q3 | $4K | Hold |
157
| – | – | ﹤0.01% | 2177 |
|
|
2014
Q2 | $4K | Buy |
+157
| New | +$4K | ﹤0.01% | 991 |
|