Weld Capital Management’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 |
-15,034
| Closed | -$159K | – | 407 |
|
|
2021
Q1 | $159K | Sell |
15,034
-4,387
| -23% | -$46.4K | 0.07% | 298 |
|
|
2020
Q4 | $249K | Sell |
19,421
-2,725
| -12% | -$34.9K | 0.1% | 332 |
|
|
2020
Q3 | $221K | Buy |
+22,146
| New | +$221K | 0.09% | 365 |
|
|
2019
Q2 | – | Sell |
-89,947
| Closed | -$1.05M | – | 978 |
|
|
2019
Q1 | $1.05M | Buy |
+89,947
| New | +$1.05M | 0.19% | 200 |
|