Winfield Associates’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
Q1 | – | Sell |
-790
| Closed | -$15K | – | 706 |
|
|
2017
Q4 | $15K | Hold |
790
| – | – | 0.01% | 370 |
|
|
2017
Q3 | $12K | Hold |
790
| – | – | 0.01% | 398 |
|
|
2017
Q2 | $12K | Sell |
790
-25
| -3% | -$380 | 0.01% | 391 |
|
|
2017
Q1 | $12K | Hold |
815
| – | – | 0.01% | 370 |
|
|
2016
Q4 | $12K | Buy |
815
+240
| +42% | +$3.53K | 0.01% | 347 |
|
|
2016
Q3 | $8K | Hold |
575
| – | – | 0.01% | 363 |
|
|
2016
Q2 | $6K | Buy |
575
+105
| +22% | +$1.1K | ﹤0.01% | 384 |
|
|
2016
Q1 | $7K | Buy |
+470
| New | +$7K | ﹤0.01% | 361 |
|