UMB Bank’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 |
-384
| Closed | -$1K | – | 1806 |
|
|
2022
Q4 | $1K | Buy |
384
+89
| +30% | +$232 | ﹤0.01% | 1693 |
|
|
2022
Q3 | $1K | Buy |
+295
| New | +$1K | ﹤0.01% | 1726 |
|
|
2022
Q2 | – | Sell |
-285
| Closed | -$2K | – | 2070 |
|
|
2022
Q1 | $2K | Sell |
285
-147
| -34% | -$1.03K | ﹤0.01% | 1868 |
|
|
2021
Q4 | $4K | Buy |
+432
| New | +$4K | ﹤0.01% | 1715 |
|