WANY
CS

Wealthspire Advisors (New York)’s Credit Suisse Group CS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,000
Closed -$8.9K – 573
2023
Q1 		$8.9K Buy
+10,000
New +$8.9K ﹤0.01% 531
2019
Q1 		– Sell
-1,337
Closed -$15K – 855
2018
Q4 		$15K Buy
+1,337
New +$15K ﹤0.01% 413