Whitnell & Co’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-240
| Closed | -$4K | – | 362 |
|
|
2018
Q2 | $4K | Hold |
240
| – | – | ﹤0.01% | 281 |
|
|
2018
Q1 | $4K | Hold |
240
| – | – | ﹤0.01% | 315 |
|
|
2017
Q4 | $4K | Buy |
+240
| New | +$4K | ﹤0.01% | 274 |
|
|
2017
Q1 | – | Sell |
-617
| Closed | -$9K | – | 373 |
|
|
2016
Q4 | $9K | Hold |
617
| – | – | ﹤0.01% | 260 |
|
|
2016
Q3 | $8K | Buy |
+617
| New | +$8K | ﹤0.01% | 264 |
|
|
2016
Q2 | – | Sell |
-297
| Closed | -$4K | – | 394 |
|
|
2016
Q1 | $4K | Sell |
297
-64
| -18% | -$862 | ﹤0.01% | 332 |
|
|
2015
Q4 | $8K | Hold |
361
| – | – | ﹤0.01% | 267 |
|
|
2015
Q3 | $9K | Buy |
+361
| New | +$9K | ﹤0.01% | 242 |
|