Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34,000
| Closed | -$30.3K | – | 660 |
|
|
2023
Q1 | $30.3K | Buy |
+34,000
| New | +$30.3K | ﹤0.01% | 595 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1884 |
|
|
2021
Q1 | – | Sell |
-895
| Closed | -$11K | – | 2138 |
|
|
2020
Q4 | $11K | Sell |
895
-4,000
| -82% | -$49.2K | ﹤0.01% | 1163 |
|
|
2020
Q3 | $49K | Hold |
4,895
| – | – | ﹤0.01% | 656 |
|
|
2020
Q2 | $50K | Buy |
4,895
+112
| +2% | +$1.14K | ﹤0.01% | 702 |
|
|
2020
Q1 | $42K | Hold |
4,783
| – | – | ﹤0.01% | 642 |
|
|
2019
Q4 | $64K | Hold |
4,783
| – | – | 0.01% | 558 |
|
|
2019
Q3 | $58K | Hold |
4,783
| – | – | 0.01% | 552 |
|
|
2019
Q2 | $57K | Hold |
4,783
| – | – | 0.01% | 561 |
|
|
2019
Q1 | $56K | Sell |
4,783
-888
| -16% | -$10.4K | 0.01% | 526 |
|
|
2018
Q4 | $62K | Buy |
5,671
+692
| +14% | +$7.57K | 0.01% | 476 |
|
|
2018
Q3 | $64K | Sell |
4,979
-1,397
| -22% | -$18K | 0.01% | 500 |
|
|
2018
Q2 | $96K | Sell |
6,376
-3,853
| -38% | -$58K | 0.01% | 399 |
|
|
2018
Q1 | $172K | Sell |
10,229
-2,638
| -21% | -$44.4K | 0.03% | 271 |
|
|
2017
Q4 | $230K | Buy |
12,867
+3,666
| +40% | +$65.5K | 0.04% | 227 |
|
|
2017
Q3 | $145K | Buy |
+9,201
| New | +$145K | 0.03% | 238 |
|