Pinnacle Wealth Planning Services’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
Q4 | – | Sell |
-32,529
| Closed | -$128K | – | 492 |
|
|
2022
Q3 | $128K | Buy |
32,529
+21,096
| +185% | +$83K | 0.02% | 351 |
|
|
2022
Q2 | $65K | Buy |
+11,433
| New | +$65K | 0.01% | 402 |
|
|
2022
Q1 | – | Sell |
-18,353
| Closed | -$177K | – | 481 |
|
|
2021
Q4 | $177K | Sell |
18,353
-9,412
| -34% | -$90.8K | 0.03% | 371 |
|
|
2021
Q3 | $274K | Buy |
27,765
+12,762
| +85% | +$126K | 0.06% | 255 |
|
|
2021
Q2 | $158K | Buy |
15,003
+65
| +0.4% | +$685 | 0.04% | 324 |
|
|
2021
Q1 | $158K | Buy |
14,938
+10,510
| +237% | +$111K | 0.04% | 310 |
|
|
2020
Q4 | $57K | Buy |
+4,428
| New | +$57K | 0.01% | 730 |
|