Spectrum Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-10,803
| Closed | -$291K | – | 164 |
|
|
2015
Q1 | $291K | Hold |
10,803
| – | – | 0.1% | 133 |
|
|
2014
Q4 | $271K | Hold |
10,803
| – | – | 0.09% | 142 |
|
|
2014
Q3 | $299K | Sell |
10,803
-2,048
| -16% | -$56.7K | 0.11% | 140 |
|
|
2014
Q2 | $365K | Sell |
12,851
-2,000
| -13% | -$56.8K | 0.13% | 133 |
|
|
2014
Q1 | $481K | Hold |
14,851
| – | – | 0.17% | 121 |
|
|
2013
Q4 | $461K | Hold |
14,851
| – | – | 0.16% | 122 |
|
|
2013
Q3 | $454K | Hold |
14,851
| – | – | 0.17% | 121 |
|
|
2013
Q2 | $393K | Buy |
+14,851
| New | +$393K | 0.16% | 123 |
|