Steward Partners Investment Advisory’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 |
-13,500
| Closed | -$12K | – | 3412 |
|
|
2023
Q1 | $12K | Buy |
13,500
+9,566
| +243% | +$8.51K | ﹤0.01% | 2473 |
|
|
2022
Q4 | $12K | Sell |
3,934
-2,500
| -39% | -$7.6K | ﹤0.01% | 2473 |
|
|
2022
Q3 | $25K | Buy |
6,434
+5,500
| +589% | +$21.4K | ﹤0.01% | 2127 |
|
|
2022
Q2 | $5K | Hold |
934
| – | – | ﹤0.01% | 2792 |
|
|
2022
Q1 | $7K | Buy |
934
+434
| +87% | +$3.25K | ﹤0.01% | 2801 |
|
|
2021
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 2855 |
|
|
2021
Q3 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 2836 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 2758 |
|
|
2019
Q4 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 2792 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2808 |
|
|
2019
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2713 |
|
|
2018
Q2 | – | Sell |
-16,140
| Closed | -$270K | – | 2578 |
|
|
2018
Q1 | $270K | Sell |
16,140
-79
| -0.5% | -$1.32K | 0.02% | 556 |
|
|
2017
Q4 | $289K | Buy |
16,219
+2,381
| +17% | +$42.4K | 0.02% | 456 |
|
|
2017
Q3 | $218K | Buy |
+13,838
| New | +$218K | 0.02% | 427 |
|
|
2017
Q2 | – | Sell |
-23
| Closed | – | – | 1718 |
|
|
2017
Q1 | $0 | Buy |
+23
| New | – | ﹤0.01% | 1589 |
|