United Capital Financial Advisors’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,115
| Closed | -$203K | – | 1382 |
|
|
2019
Q4 | $203K | Buy |
+15,115
| New | +$203K | ﹤0.01% | 1264 |
|
|
2019
Q3 | – | Sell |
-10,705
| Closed | -$128K | – | 1493 |
|
|
2019
Q2 | $128K | Sell |
10,705
-756
| -7% | -$9.04K | ﹤0.01% | 1376 |
|
|
2019
Q1 | $134K | Sell |
11,461
-225
| -2% | -$2.63K | ﹤0.01% | 1277 |
|
|
2018
Q4 | $127K | Sell |
11,686
-1,278
| -10% | -$13.9K | ﹤0.01% | 1233 |
|
|
2018
Q3 | $194K | Buy |
12,964
+395
| +3% | +$5.91K | ﹤0.01% | 1258 |
|
|
2018
Q2 | $187K | Sell |
12,569
-2,291
| -15% | -$34.1K | ﹤0.01% | 1235 |
|
|
2018
Q1 | $249K | Buy |
14,860
+2,029
| +16% | +$34K | ﹤0.01% | 1158 |
|
|
2017
Q4 | $229K | Sell |
12,831
-1,301
| -9% | -$23.2K | ﹤0.01% | 1205 |
|
|
2017
Q3 | $223K | Sell |
14,132
-669
| -5% | -$10.6K | ﹤0.01% | 1205 |
|
|
2017
Q2 | $216K | Buy |
14,801
+2,291
| +18% | +$33.4K | ﹤0.01% | 1184 |
|
|
2017
Q1 | $186K | Buy |
12,510
+669
| +6% | +$9.95K | ﹤0.01% | 1188 |
|
|
2016
Q4 | $169K | Buy |
11,841
+1,717
| +17% | +$24.5K | ﹤0.01% | 1202 |
|
|
2016
Q3 | $133K | Buy |
+10,124
| New | +$133K | ﹤0.01% | 1222 |
|
|
2014
Q1 | – | Sell |
-21,418
| Closed | -$665K | – | 946 |
|
|
2013
Q4 | $665K | Buy |
21,418
+7,223
| +51% | +$224K | 0.02% | 396 |
|
|
2013
Q3 | $434K | Buy |
+14,195
| New | +$434K | 0.01% | 472 |
|