TD Ameritrade Investment Management’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
Q3 | – | Sell |
-1,108
| Closed | -$6K | – | 639 |
|
2022
Q2 | $6K | Sell |
1,108
-858
| -44% | -$4.65K | ﹤0.01% | 466 |
|
2022
Q1 | $15K | Buy |
1,966
+47
| +2% | +$359 | ﹤0.01% | 453 |
|
2021
Q4 | $18K | Buy |
+1,919
| New | +$18K | ﹤0.01% | 428 |
|
2021
Q3 | – | Sell |
-1,901
| Closed | -$20K | – | 715 |
|
2021
Q2 | $20K | Buy |
1,901
+1,790
| +1,613% | +$18.8K | ﹤0.01% | 398 |
|
2021
Q1 | $1K | Hold |
111
| – | – | ﹤0.01% | 620 |
|
2020
Q4 | $1K | Buy |
+111
| New | +$1K | ﹤0.01% | 620 |
|
2019
Q1 | – | Sell |
-623
| Closed | -$7K | – | 633 |
|
2018
Q4 | $7K | Buy |
623
+527
| +549% | +$5.92K | ﹤0.01% | 412 |
|
2018
Q3 | $1K | Buy |
+96
| New | +$1K | ﹤0.01% | 565 |
|