SIA
CS
Schechter Investment Advisors’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,855
| Closed | -$16.8K | – | 750 |
|
|
2023
Q1 | $16.8K | Sell |
18,855
-202,069
| -91% | -$180K | ﹤0.01% | 670 |
|
|
2022
Q4 | $672K | Buy |
220,924
+153,753
| +229% | +$467K | 0.06% | 414 |
|
|
2022
Q3 | $263K | Sell |
67,171
-98,218
| -59% | -$385K | 0.03% | 747 |
|
|
2022
Q2 | $938K | Buy |
165,389
+75,501
| +84% | +$428K | 0.09% | 303 |
|
|
2022
Q1 | $705K | Sell |
89,888
-8,283
| -8% | -$65K | 0.07% | 419 |
|
|
2021
Q4 | $947K | Buy |
+98,171
| New | +$947K | 0.09% | 321 |
|