Ronald Blue & Co’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-8,616
| Closed | -$207K | – | 305 |
|
|
2015
Q3 | $207K | Sell |
8,616
-7,049
| -45% | -$169K | 0.01% | 271 |
|
|
2015
Q2 | $432K | Sell |
15,665
-1,561
| -9% | -$43K | 0.02% | 192 |
|
|
2015
Q1 | $464K | Buy |
17,226
+1,749
| +11% | +$47.1K | 0.02% | 181 |
|
|
2014
Q4 | $388K | Sell |
15,477
-1,132
| -7% | -$28.4K | 0.02% | 198 |
|
|
2014
Q3 | $459K | Buy |
16,609
+2,678
| +19% | +$74K | 0.03% | 169 |
|
|
2014
Q2 | $395K | Buy |
13,931
+2,469
| +22% | +$70K | 0.03% | 192 |
|
|
2014
Q1 | $371K | Buy |
11,462
+2,914
| +34% | +$94.3K | 0.03% | 182 |
|
|
2013
Q4 | $265K | Buy |
+8,548
| New | +$265K | 0.02% | 235 |
|