SVB Wealth’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
Q1 | – | Sell |
-11,657
| Closed | -$35.4K | – | 1088 |
|
|
2022
Q4 | $35.4K | Sell |
11,657
-2,210
| -16% | -$6.72K | ﹤0.01% | 1017 |
|
|
2022
Q3 | $54K | Buy |
+13,867
| New | +$54K | ﹤0.01% | 946 |
|
|
2021
Q2 | – | Sell |
-19,508
| Closed | -$206K | – | 1033 |
|
|
2021
Q1 | $206K | Buy |
19,508
+473
| +2% | +$5K | ﹤0.01% | 826 |
|
|
2020
Q4 | $243K | Buy |
19,035
+5,633
| +42% | +$71.9K | ﹤0.01% | 689 |
|
|
2020
Q3 | $134K | Buy |
+13,402
| New | +$134K | ﹤0.01% | 660 |
|