WP
CS
WMS Partners’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-16,000
| Closed | -$401K | – | 292 |
|
|
2014
Q4 | $401K | Buy |
16,000
+1,000
| +7% | +$25.1K | 0.06% | 134 |
|
|
2014
Q3 | $415K | Hold |
15,000
| – | – | 0.06% | 153 |
|
|
2014
Q2 | $426K | Sell |
15,000
-365
| -2% | -$10.4K | 0.07% | 153 |
|
|
2014
Q1 | $498K | Hold |
15,365
| – | – | 0.08% | 138 |
|
|
2013
Q4 | $477K | Hold |
15,365
| – | – | 0.08% | 126 |
|
|
2013
Q3 | $469K | Hold |
15,365
| – | – | 0.09% | 109 |
|
|
2013
Q2 | $407K | Buy |
+15,365
| New | +$407K | 0.07% | 130 |
|