Sit Investment Associates’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
Q2 | – | Sell |
-15,836
| Closed | -$426K | – | 509 |
|
|
2015
Q1 | $426K | Sell |
15,836
-1,900
| -11% | -$51.1K | 0.01% | 366 |
|
|
2014
Q4 | $445K | Hold |
17,736
| – | – | 0.01% | 357 |
|
|
2014
Q3 | $490K | Hold |
17,736
| – | – | 0.01% | 373 |
|
|
2014
Q2 | $503K | Sell |
17,736
-700
| -4% | -$19.9K | 0.01% | 383 |
|
|
2014
Q1 | $597K | Hold |
18,436
| – | – | 0.01% | 375 |
|
|
2013
Q4 | $572K | Hold |
18,436
| – | – | 0.01% | 383 |
|
|
2013
Q3 | $563K | Buy |
18,436
+4,300
| +30% | +$131K | 0.01% | 371 |
|
|
2013
Q2 | $374K | Buy |
+14,136
| New | +$374K | 0.01% | 378 |
|