WPW
CS

Winthrop Partners - WNY’s Credit Suisse Group CS Stock Holding History

Winthrop Partners - WNY’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,000
Closed -$224K – 263
2018
Q3 		$224K Hold
15,000
– – 0.18% 99
2018
Q2 		$223K Hold
15,000
– – 0.19% 99
2018
Q1 		$244K Hold
15,000
– – 0.19% 107
2017
Q4 		$273K Buy
+15,000
New +$273K 0.22% 102