OneDigital Investment Advisors’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
Q3 | – | Sell |
-2,348
| Closed | -$28K | – | 1178 |
|
|
2019
Q2 | $28K | Sell |
2,348
-334
| -12% | -$3.98K | ﹤0.01% | 715 |
|
|
2019
Q1 | $36K | Sell |
2,682
-171
| -6% | -$2.3K | 0.01% | 572 |
|
|
2018
Q4 | $31K | Buy |
2,853
+250
| +10% | +$2.72K | 0.01% | 571 |
|
|
2018
Q3 | $39K | Sell |
2,603
-127
| -5% | -$1.9K | 0.01% | 465 |
|
|
2018
Q2 | $41K | Sell |
2,730
-573
| -17% | -$8.61K | 0.01% | 564 |
|
|
2018
Q1 | $59K | Hold |
3,303
| – | – | 0.01% | 477 |
|
|
2017
Q4 | $62K | Hold |
3,303
| – | – | 0.01% | 449 |
|
|
2017
Q3 | $56K | Buy |
3,303
+1,974
| +149% | +$33.5K | 0.02% | 362 |
|
|
2017
Q2 | $19K | Buy |
+1,329
| New | +$19K | 0.01% | 770 |
|