WIM
CS
Westside Investment Management’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,500
| Closed | -$26.5K | – | 769 |
|
|
2021
Q1 | $26.5K | Sell |
2,500
-2,200
| -47% | -$23.3K | 0.07% | 137 |
|
|
2020
Q4 | $60.2K | Hold |
4,700
| – | – | 0.16% | 91 |
|
|
2020
Q3 | $46.9K | Hold |
4,700
| – | – | 0.02% | 95 |
|
|
2020
Q2 | $48.5K | Sell |
4,700
-218
| -4% | -$2.25K | 0.03% | 74 |
|
|
2020
Q1 | $38K | Buy |
+4,918
| New | +$38K | 0.03% | 91 |
|
|
2019
Q2 | $6 | Buy |
+518
| New | +$6 | ﹤0.01% | 541 |
|
|
2018
Q4 | $29.5K | Sell |
2,718
-172
| -6% | -$1.87K | 0.01% | 348 |
|
|
2018
Q3 | $43.1K | Buy |
2,890
+999
| +53% | +$14.9K | 0.01% | 272 |
|
|
2018
Q2 | $28.1K | Buy |
1,891
+4
| +0.2% | +$59 | 0.01% | 353 |
|
|
2018
Q1 | $31K | Sell |
1,887
-800
| -30% | -$13.2K | 0.02% | 323 |
|
|
2017
Q4 | $48.8K | Buy |
2,687
+1,764
| +191% | +$32.1K | 0.03% | 286 |
|
|
2017
Q3 | $14.6K | Hold |
923
| – | – | 0.01% | 463 |
|
|
2017
Q2 | $14K | Buy |
923
+723
| +362% | +$11K | 0.01% | 450 |
|
|
2017
Q1 | $2.88K | Sell |
200
-3,580
| -95% | -$51.5K | ﹤0.01% | 680 |
|
|
2016
Q4 | $60.2K | Buy |
+3,780
| New | +$60.2K | 0.04% | 176 |
|