Wealth Alliance’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
Q2 | – | Sell |
-44,222
| Closed | -$347K | – | 507 |
|
|
2022
Q1 | $347K | Buy |
44,222
+776
| +2% | +$6.09K | 0.07% | 295 |
|
|
2021
Q4 | $418K | Sell |
43,446
-11,349
| -21% | -$109K | 0.08% | 262 |
|
|
2021
Q3 | $540K | Sell |
54,795
-2,860
| -5% | -$28.2K | 0.12% | 187 |
|
|
2021
Q2 | $605K | Buy |
57,655
+3,025
| +6% | +$31.7K | 0.14% | 170 |
|
|
2021
Q1 | $579K | Buy |
54,630
+10,618
| +24% | +$113K | 0.16% | 151 |
|
|
2020
Q4 | $563K | Sell |
44,012
-3,300
| -7% | -$42.2K | 0.17% | 153 |
|
|
2020
Q3 | $472K | Buy |
47,312
+3,768
| +9% | +$37.6K | 0.17% | 150 |
|
|
2020
Q2 | $449K | Buy |
43,544
+6,467
| +17% | +$66.7K | 0.18% | 142 |
|
|
2020
Q1 | $300K | Buy |
+37,077
| New | +$300K | 0.16% | 159 |
|