Wealth Architects’s Credit Suisse Group CS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-13,350
Closed -$142K 191
2021
Q1
$142K Sell
13,350
-11
-0.1% -$117 0.03% 161
2020
Q4
$171K Hold
13,361
0.04% 156
2020
Q3
$133K Hold
13,361
0.04% 142
2020
Q2
$138K Buy
+13,361
New +$138K 0.04% 135