9258 Wealth Management’s Chord Energy CHRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-61,225
| Closed | -$46K | – | 302 |
|
|
2020
Q2 | $46K | Sell |
61,225
-1,267
| -2% | -$952 | 0.02% | 277 |
|
|
2020
Q1 | $33K | Hold |
62,492
| – | – | 0.01% | 269 |
|
|
2019
Q4 | $204K | Sell |
62,492
-1,540
| -2% | -$5.03K | 0.07% | 281 |
|
|
2019
Q3 | $222K | Hold |
64,032
| – | – | 0.17% | 150 |
|
|
2019
Q2 | $364K | Buy |
64,032
+16,000
| +33% | +$91K | 0.29% | 113 |
|
|
2019
Q1 | $290K | Sell |
48,032
-1,262
| -3% | -$7.62K | 0.25% | 119 |
|
|
2018
Q4 | $273K | Buy |
+49,294
| New | +$273K | 0.26% | 119 |
|