Schwartz Investment Counsel’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
Q1 | – | Sell |
-28,000
| Closed | -$702K | – | 178 |
|
|
2014
Q4 | $702K | Hold |
28,000
| – | – | 0.05% | 136 |
|
|
2014
Q3 | $774K | Hold |
28,000
| – | – | 0.06% | 132 |
|
|
2014
Q2 | $794K | Hold |
28,000
| – | – | 0.06% | 132 |
|
|
2014
Q1 | $907K | Hold |
28,000
| – | – | 0.07% | 127 |
|
|
2013
Q4 | $869K | Buy |
28,000
+6,500
| +30% | +$202K | 0.07% | 134 |
|
|
2013
Q3 | $657K | Buy |
+21,500
| New | +$657K | 0.06% | 157 |
|