WhitTier Trust Company’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
Q2 | – | Sell |
-268
| Closed | -$4K | – | 1012 |
|
2018
Q1 | $4K | Hold |
268
| – | – | ﹤0.01% | 937 |
|
2017
Q4 | $5K | Hold |
268
| – | – | ﹤0.01% | 886 |
|
2017
Q3 | $4K | Hold |
268
| – | – | ﹤0.01% | 908 |
|
2017
Q2 | $4K | Hold |
268
| – | – | ﹤0.01% | 858 |
|
2017
Q1 | $4K | Hold |
268
| – | – | ﹤0.01% | 879 |
|
2016
Q4 | $4K | Hold |
268
| – | – | ﹤0.01% | 897 |
|
2016
Q3 | $4K | Sell |
268
-259
| -49% | -$3.87K | ﹤0.01% | 841 |
|
2016
Q2 | $6K | Hold |
527
| – | – | ﹤0.01% | 822 |
|
2016
Q1 | $7K | Hold |
527
| – | – | ﹤0.01% | 813 |
|
2015
Q4 | $11K | Hold |
527
| – | – | ﹤0.01% | 759 |
|
2015
Q3 | $13K | Hold |
527
| – | – | ﹤0.01% | 749 |
|
2015
Q2 | $15K | Hold |
527
| – | – | ﹤0.01% | 754 |
|
2015
Q1 | $14K | Hold |
527
| – | – | ﹤0.01% | 764 |
|
2014
Q4 | $13K | Hold |
527
| – | – | ﹤0.01% | 770 |
|
2014
Q3 | $15K | Hold |
527
| – | – | ﹤0.01% | 747 |
|
2014
Q2 | $15K | Hold |
527
| – | – | ﹤0.01% | 756 |
|
2014
Q1 | $17K | Hold |
527
| – | – | ﹤0.01% | 766 |
|
2013
Q4 | $16K | Hold |
527
| – | – | ﹤0.01% | 726 |
|
2013
Q3 | $16K | Hold |
527
| – | – | ﹤0.01% | 712 |
|
2013
Q2 | $14K | Buy |
+527
| New | +$14K | ﹤0.01% | 715 |
|