Wealthspire Advisors (Maryland)’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,949
| Closed | -$23K | – | 2278 |
|
|
2019
Q1 | $23K | Buy |
1,949
+347
| +22% | +$4.1K | ﹤0.01% | 1228 |
|
|
2018
Q4 | $17K | Buy |
1,602
+137
| +9% | +$1.45K | ﹤0.01% | 1282 |
|
|
2018
Q3 | $22K | Buy |
1,465
+368
| +34% | +$5.53K | ﹤0.01% | 1277 |
|
|
2018
Q2 | $16K | Buy |
1,097
+29
| +3% | +$423 | ﹤0.01% | 1403 |
|
|
2018
Q1 | $18K | Sell |
1,068
-1,039
| -49% | -$17.5K | ﹤0.01% | 1338 |
|
|
2017
Q4 | $38K | Sell |
2,107
-327
| -13% | -$5.9K | ﹤0.01% | 1118 |
|
|
2017
Q3 | $38K | Buy |
2,434
+370
| +18% | +$5.78K | ﹤0.01% | 1073 |
|
|
2017
Q2 | $30K | Buy |
2,064
+958
| +87% | +$13.9K | ﹤0.01% | 1128 |
|
|
2017
Q1 | $16K | Buy |
1,106
+238
| +27% | +$3.44K | ﹤0.01% | 1172 |
|
|
2016
Q4 | $12K | Sell |
868
-42
| -5% | -$581 | ﹤0.01% | 1173 |
|
|
2016
Q3 | $12K | Sell |
910
-276
| -23% | -$3.64K | ﹤0.01% | 1209 |
|
|
2016
Q2 | $13K | Buy |
1,186
+182
| +18% | +$2K | ﹤0.01% | 1143 |
|
|
2016
Q1 | $14K | Buy |
1,004
+259
| +35% | +$3.61K | ﹤0.01% | 1110 |
|
|
2015
Q4 | $16K | Buy |
+745
| New | +$16K | ﹤0.01% | 1055 |
|