Ifp Advisors, Inc Credit Suisse Ag Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	SELL	$3.63 - $77.03 $2,413 - $51,224	-665 Reduced 6.4%	9,718 $74,000
Q2 2022 Sep 06, 2022	BUY	$4.16 - $5.39 $43,193 - $55,964	10,383 New	10,383 $78,000
Q2 2022 Aug 12, 2022	SELL	$4.16 - $5.39 $43,193 - $55,964	-10,383 Closed	0 $0
Q1 2022 Aug 08, 2022	BUY	$4.9 - $5.37 $37,646 - $41,257	7,683 Added 284.56%	10,383 $54,000
Q4 2021 Jan 12, 2022	SELL	$4.89 - $5.56 $29,339 - $33,360	-6,000 Reduced 68.97%	2,700 $14,000
Q2 2021 Jul 13, 2021	BUY	$5.98 - $6.57 $16,146 - $17,739	2,700 Added 45.0%	8,700 $52,000
Q1 2021 Apr 30, 2021	BUY	$5.98 - $6.89 $35,880 - $41,340	6,000 New	6,000 $36,000
Q3 2018 Oct 25, 2018	SELL	$6.46 - $7.44 $17,442 - $20,088	-2,700 Closed	0 $0
Q4 2017 Jan 24, 2018	SELL	$7.36 - $8.25 $18,400 - $20,625	-2,500 Reduced 48.08%	2,700 $0
Q2 2017 Jun 03, 2019	SELL	N/A	-2,520 Reduced 32.64%	5,200 $43,000
Q4 2016 Jun 03, 2019	BUY	N/A	7,720	7,720 $63,000

Others Institutions Holding SLVO

# of Institutions

1

Shares Held

50

Call Options Held

0

Put Options Held

0

Baystate Wealth Management LLC

50
Shares

$3,897
0.0% of portfolio

About CREDIT SUISSE AG

Ticker SLVO
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about SLVO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.