Wright Investors Service’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-23,825
| Closed | -$354K | – | 247 |
|
|
2017
Q1 | $354K | Buy |
23,825
+1,005
| +4% | +$14.9K | 0.14% | 182 |
|
|
2016
Q4 | $327K | Sell |
22,820
-25,320
| -53% | -$363K | 0.14% | 185 |
|
|
2016
Q3 | $633K | Buy |
+48,140
| New | +$633K | 0.26% | 117 |
|
|
2016
Q1 | – | Sell |
-50,015
| Closed | -$1.09M | – | 254 |
|
|
2015
Q4 | $1.09M | Sell |
50,015
-230
| -0.5% | -$4.99K | 0.4% | 87 |
|
|
2015
Q3 | $1.21M | Buy |
+50,245
| New | +$1.21M | 0.55% | 59 |
|
|
2014
Q3 | – | Sell |
-110,079
| Closed | -$3.12M | – | 225 |
|
|
2014
Q2 | $3.12M | Sell |
110,079
-2,355
| -2% | -$66.8K | 1.41% | 14 |
|
|
2014
Q1 | $3.64M | Sell |
112,434
-6,545
| -6% | -$212K | 1.64% | 12 |
|
|
2013
Q4 | $3.69M | Buy |
118,979
+70,762
| +147% | +$2.2M | 1.63% | 14 |
|
|
2013
Q3 | $1.47M | Sell |
48,217
-1,145
| -2% | -$35K | 0.67% | 43 |
|
|
2013
Q2 | $1.31M | Buy |
+49,362
| New | +$1.31M | 0.62% | 44 |
|