AE Wealth Management’s City Holding Co CHCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,258
| Closed | -$453K | – | 1285 |
|
|
2023
Q4 | $453K | Buy |
+4,258
| New | +$453K | ﹤0.01% | 1493 |
|
|
2023
Q3 | – | Sell |
-5,815
| Closed | -$523K | – | 1961 |
|
|
2023
Q2 | $523K | Sell |
5,815
-439
| -7% | -$39.5K | ﹤0.01% | 1370 |
|
|
2023
Q1 | $568K | Buy |
+6,254
| New | +$568K | ﹤0.01% | 1287 |
|
|
2022
Q2 | – | Sell |
-7,643
| Closed | -$602K | – | 1726 |
|
|
2022
Q1 | $602K | Buy |
+7,643
| New | +$602K | ﹤0.01% | 1135 |
|