Stonebridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-500
| Closed | -$4K | – | 1119 |
|
|
2022
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 824 |
|
|
2021
Q4 | $5K | Sell |
500
-1,000
| -67% | -$10K | ﹤0.01% | 756 |
|
|
2021
Q3 | $15K | Sell |
1,500
-2,100
| -58% | -$21K | ﹤0.01% | 559 |
|
|
2021
Q2 | $38K | Buy |
3,600
+1,800
| +100% | +$19K | ﹤0.01% | 520 |
|
|
2021
Q1 | $19K | Buy |
+1,800
| New | +$19K | ﹤0.01% | 517 |
|
|
2020
Q3 | – | Sell |
-2,925
| Closed | -$30K | – | 765 |
|
|
2020
Q2 | $30K | Hold |
2,925
| – | – | 0.01% | 351 |
|
|
2020
Q1 | $24K | Sell |
2,925
-400
| -12% | -$3.28K | 0.01% | 357 |
|
|
2019
Q4 | $45K | Hold |
3,325
| – | – | 0.01% | 337 |
|
|
2019
Q3 | $41K | Sell |
3,325
-2,675
| -45% | -$33K | 0.01% | 350 |
|
|
2019
Q2 | $72K | Buy |
+6,000
| New | +$72K | 0.01% | 272 |
|