Point View Wealth Management’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,891
| Closed | -$215K | – | 235 |
|
|
2015
Q4 | $215K | Buy |
9,891
+15
| +0.2% | +$326 | 0.16% | 177 |
|
|
2015
Q3 | $237K | Hold |
9,876
| – | – | 0.19% | 160 |
|
|
2015
Q2 | $273K | Hold |
9,876
| – | – | 0.21% | 154 |
|
|
2015
Q1 | $266K | Hold |
9,876
| – | – | 0.21% | 149 |
|
|
2014
Q4 | $248K | Hold |
9,876
| – | – | 0.18% | 151 |
|
|
2014
Q3 | $273K | Hold |
9,876
| – | – | 0.23% | 140 |
|
|
2014
Q2 | $280K | Buy |
9,876
+18
| +0.2% | +$510 | 0.24% | 137 |
|
|
2014
Q1 | $319K | Sell |
9,858
-1,120
| -10% | -$36.2K | 0.29% | 122 |
|
|
2013
Q4 | $341K | Buy |
+10,978
| New | +$341K | 0.32% | 109 |
|