Summit Securities Group’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 | – | Hold |
0
| – | – | – | 1007 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 979 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 257 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 293 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 365 |
|
|
2015
Q4 | – | Sell |
-170
| Closed | -$4K | – | 420 |
|
|
2015
Q3 | $4K | Sell |
170
-1,230
| -88% | -$28.9K | ﹤0.01% | 247 |
|
|
2015
Q2 | $39K | Buy |
+1,400
| New | +$39K | 0.02% | 254 |
|
|
2015
Q1 | – | Sell |
-3,700
| Closed | -$93K | – | 546 |
|
|
2014
Q4 | $93K | Hold |
3,700
| – | – | 0.03% | 256 |
|
|
2014
Q3 | $102K | Hold |
3,700
| – | – | 0.03% | 284 |
|
|
2014
Q2 | $105K | Buy |
+3,700
| New | +$105K | 0.04% | 225 |
|
|
2014
Q1 | – | Sell |
-600
| Closed | -$19K | – | 503 |
|
|
2013
Q4 | $19K | Hold |
600
| – | – | ﹤0.01% | 307 |
|
|
2013
Q3 | $18K | Hold |
600
| – | – | 0.01% | 221 |
|
|
2013
Q2 | $16K | Buy |
+600
| New | +$16K | 0.01% | 227 |
|