Patriot Financial Group Insurance Agency’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-134
| Closed | -$1K | – | 2075 |
|
|
2022
Q2 | $1K | Sell |
134
-26
| -16% | -$194 | ﹤0.01% | 1983 |
|
|
2022
Q1 | $1K | Sell |
160
-998
| -86% | -$6.24K | ﹤0.01% | 2013 |
|
|
2021
Q4 | $11K | Hold |
1,158
| – | – | ﹤0.01% | 1473 |
|
|
2021
Q3 | $11K | Hold |
1,158
| – | – | ﹤0.01% | 1454 |
|
|
2021
Q2 | $12K | Sell |
1,158
-863
| -43% | -$8.94K | ﹤0.01% | 1394 |
|
|
2021
Q1 | $21K | Sell |
2,021
-8
| -0.4% | -$83 | ﹤0.01% | 1075 |
|
|
2020
Q4 | $26K | Hold |
2,029
| – | – | 0.01% | 898 |
|
|
2020
Q3 | $20K | Hold |
2,029
| – | – | 0.01% | 801 |
|
|
2020
Q2 | $21K | Buy |
2,029
+995
| +96% | +$10.3K | 0.01% | 739 |
|
|
2020
Q1 | $8K | Buy |
+1,034
| New | +$8K | ﹤0.01% | 949 |
|