WP
CS

WealthPLAN Partners’s Credit Suisse Group CS Stock Holding History

WealthPLAN Partners’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-400
Closed -$356 – 1422
2023
Q1 		$356 Buy
+400
New +$1.12K ﹤0.01% 1264

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