WA
CS

Waverly Advisors’s Credit Suisse Group CS Stock Holding History

Waverly Advisors’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-285
Closed -$9K – 847
2013
Q4 		$9K Hold
285
– – ﹤0.01% 576
2013
Q3 		$9K Buy
+285
New +$9K ﹤0.01% 454