Wealthcare Advisory Partners’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 |
-377
| Closed | -$4K | – | 2014 |
|
|
2021
Q1 | $4K | Buy |
+377
| New | +$4K | ﹤0.01% | 1746 |
|
|
2018
Q2 | – | Sell |
-74
| Closed | -$1K | – | 1338 |
|
|
2018
Q1 | $1K | Hold |
74
| – | – | ﹤0.01% | 1046 |
|
|
2017
Q4 | $1K | Hold |
74
| – | – | ﹤0.01% | 1044 |
|
|
2017
Q3 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 857 |
|