Raymond James Trust’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
Q2 | – | Sell |
-17,849
| Closed | -$140K | – | 1190 |
|
|
2022
Q1 | $140K | Sell |
17,849
-4,520
| -20% | -$35.5K | ﹤0.01% | 1125 |
|
|
2021
Q4 | $215K | Buy |
22,369
+9,516
| +74% | +$91.5K | 0.01% | 1080 |
|
|
2021
Q3 | $126K | Hold |
12,853
| – | – | ﹤0.01% | 1099 |
|
|
2021
Q2 | $135K | Buy |
+12,853
| New | +$135K | ﹤0.01% | 1100 |
|
|
2016
Q1 | – | Sell |
-11,866
| Closed | -$257K | – | 722 |
|
|
2015
Q4 | $257K | Buy |
+11,866
| New | +$257K | 0.02% | 516 |
|