SeaCrest Wealth Management’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-86
| Closed | -$1K | – | 1984 |
|
|
2019
Q1 | $1K | Sell |
86
-204
| -70% | -$2.37K | ﹤0.01% | 2102 |
|
|
2018
Q4 | $3K | Sell |
290
-1,681
| -85% | -$17.4K | ﹤0.01% | 1862 |
|
|
2018
Q3 | $29K | Hold |
1,971
| – | – | ﹤0.01% | 1230 |
|
|
2018
Q2 | $29K | Hold |
1,971
| – | – | 0.01% | 1207 |
|
|
2018
Q1 | $33K | Hold |
1,971
| – | – | 0.01% | 1139 |
|
|
2017
Q4 | $35K | Buy |
+1,971
| New | +$35K | 0.01% | 1117 |
|