Sequoia Financial Advisors’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,844
| Closed | -$9.65K | – | 1001 |
|
|
2023
Q1 | $9.65K | Sell |
10,844
-9,568
| -47% | -$8.51K | ﹤0.01% | 835 |
|
|
2022
Q4 | $62.1K | Sell |
20,412
-6,101
| -23% | -$18.5K | ﹤0.01% | 782 |
|
|
2022
Q3 | $104K | Buy |
+26,513
| New | +$104K | ﹤0.01% | 512 |
|
|
2022
Q1 | – | Sell |
-11,435
| Closed | -$110K | – | 711 |
|
|
2021
Q4 | $110K | Buy |
+11,435
| New | +$110K | ﹤0.01% | 569 |
|