Sowell Financial Services’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-916
| Closed | -$9K | – | 3006 |
|
|
2021
Q1 | $9K | Buy |
916
+77
| +9% | +$757 | ﹤0.01% | 2381 |
|
|
2020
Q4 | $11K | Buy |
839
+379
| +82% | +$4.97K | ﹤0.01% | 1984 |
|
|
2020
Q3 | $5K | Sell |
460
-149
| -24% | -$1.62K | ﹤0.01% | 2020 |
|
|
2020
Q2 | $6K | Hold |
609
| – | – | ﹤0.01% | 1868 |
|
|
2020
Q1 | $5K | Buy |
609
+219
| +56% | +$1.8K | ﹤0.01% | 1847 |
|
|
2019
Q4 | $5K | Hold |
390
| – | – | ﹤0.01% | 1934 |
|
|
2019
Q3 | $5K | Buy |
+390
| New | +$5K | ﹤0.01% | 1793 |
|