Stonehage Fleming 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,121
| Closed | -$56K | – | 237 |
|
|
2018
Q4 | $56K | Hold |
5,121
| – | – | ﹤0.01% | 202 |
|
|
2018
Q3 | $77K | Hold |
5,121
| – | – | ﹤0.01% | 194 |
|
|
2018
Q2 | $76K | Hold |
5,121
| – | – | ﹤0.01% | 197 |
|
|
2018
Q1 | $86K | Hold |
5,121
| – | – | 0.01% | 185 |
|
|
2017
Q4 | $91K | Hold |
5,121
| – | – | 0.01% | 196 |
|
|
2017
Q3 | $81K | Hold |
5,121
| – | – | ﹤0.01% | 208 |
|
|
2017
Q2 | $75K | Hold |
5,121
| – | – | ﹤0.01% | 206 |
|
|
2017
Q1 | $76K | Hold |
5,121
| – | – | ﹤0.01% | 239 |
|
|
2016
Q4 | $73K | Hold |
5,121
| – | – | ﹤0.01% | 248 |
|
|
2016
Q3 | $67K | Hold |
5,121
| – | – | ﹤0.01% | 253 |
|
|
2016
Q2 | $55K | Buy |
5,121
+3,061
| +149% | +$32.9K | ﹤0.01% | 247 |
|
|
2016
Q1 | $170K | Buy |
+2,060
| New | +$170K | 0.01% | 219 |
|