Rockefeller Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,537
| Closed | -$36K | – | 592 |
|
|
2016
Q1 | $36K | Buy |
+2,537
| New | +$36K | ﹤0.01% | 451 |
|
|
2015
Q4 | – | Sell |
-524
| Closed | -$13K | – | 567 |
|
|
2015
Q3 | $13K | Buy |
+524
| New | +$13K | ﹤0.01% | 471 |
|
|
2014
Q3 | – | Sell |
-654
| Closed | -$19K | – | 602 |
|
|
2014
Q2 | $19K | Buy |
+654
| New | +$19K | ﹤0.01% | 475 |
|