Pflug Koory’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 | – | Sell |
-2,000
| Closed | -$20K | – | 476 |
|
|
2021
Q3 | $20K | Hold |
2,000
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $21K | Hold |
2,000
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $21K | Hold |
2,000
| – | – | 0.01% | 304 |
|
|
2020
Q4 | $26K | Hold |
2,000
| – | – | 0.02% | 283 |
|
|
2020
Q3 | $20K | Hold |
2,000
| – | – | 0.01% | 276 |
|
|
2020
Q2 | $21K | Sell |
2,000
-1,000
| -33% | -$10.5K | 0.02% | 271 |
|
|
2020
Q1 | $24K | Hold |
3,000
| – | – | 0.02% | 254 |
|
|
2019
Q4 | $40K | Hold |
3,000
| – | – | 0.03% | 244 |
|
|
2019
Q3 | $37K | Hold |
3,000
| – | – | 0.03% | 246 |
|
|
2019
Q2 | $36K | Hold |
3,000
| – | – | 0.03% | 240 |
|
|
2019
Q1 | $35K | Hold |
3,000
| – | – | 0.03% | 249 |
|
|
2018
Q4 | $33K | Hold |
3,000
| – | – | 0.03% | 237 |
|
|
2018
Q3 | $45K | Hold |
3,000
| – | – | 0.04% | 224 |
|
|
2018
Q2 | $45K | Hold |
3,000
| – | – | 0.04% | 220 |
|
|
2018
Q1 | $50K | Buy |
+3,000
| New | +$50K | 0.04% | 212 |
|