Winch Advisory Services’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,521
| Closed | -$5K | – | 459 |
|
|
2023
Q1 | $5K | Buy |
5,521
+5,000
| +960% | +$4.53K | ﹤0.01% | 304 |
|
|
2022
Q4 | $2K | Hold |
521
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $2K | Hold |
521
| – | – | ﹤0.01% | 342 |
|
|
2022
Q2 | $3K | Buy |
521
+6
| +1% | +$35 | ﹤0.01% | 334 |
|
|
2022
Q1 | $4K | Hold |
515
| – | – | ﹤0.01% | 343 |
|
|
2021
Q4 | $5K | Hold |
515
| – | – | ﹤0.01% | 333 |
|
|
2021
Q3 | $5K | Hold |
515
| – | – | ﹤0.01% | 336 |
|
|
2021
Q2 | $5K | Buy |
515
+5
| +1% | +$49 | ﹤0.01% | 343 |
|
|
2021
Q1 | $5K | Buy |
510
+3
| +0.6% | +$29 | ﹤0.01% | 318 |
|
|
2020
Q4 | $6K | Buy |
507
+3
| +0.6% | +$36 | ﹤0.01% | 292 |
|
|
2020
Q3 | $5K | Buy |
504
+48
| +11% | +$476 | ﹤0.01% | 266 |
|
|
2020
Q2 | $5K | Buy |
+456
| New | +$5K | ﹤0.01% | 265 |
|