Roundview Capital’s Credit Suisse Group CS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-18,900
Closed -$276K 240
2017
Q2
$276K Sell
18,900
-10,000
-35% -$146K 0.08% 197
2017
Q1
$429K Buy
28,900
+18,500
+178% +$275K 0.13% 152
2016
Q4
$149K Buy
+10,400
New +$149K 0.05% 192