Personal Capital Advisors’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-405
| Closed | -$285K | – | 567 |
|
2021
Q3 | $285K | Hold |
405
| – | – | ﹤0.01% | 416 |
|
2021
Q2 | $279K | Hold |
405
| – | – | ﹤0.01% | 408 |
|
2021
Q1 | $226K | Hold |
405
| – | – | ﹤0.01% | 444 |
|
2020
Q4 | $222K | Buy |
+405
| New | +$222K | ﹤0.01% | 431 |
|
2019
Q1 | – | Sell |
-1,864
| Closed | -$353K | – | 345 |
|
2018
Q4 | $353K | Buy |
+1,864
| New | +$353K | ﹤0.01% | 248 |
|