AE Wealth Management’s Chemung Financial Corp CHMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-7,740
| Closed | -$223K | – | 1352 |
|
2020
Q3 | $223K | Hold |
7,740
| – | – | ﹤0.01% | 1141 |
|
2020
Q2 | $211K | Sell |
7,740
-5,357
| -41% | -$146K | ﹤0.01% | 1134 |
|
2020
Q1 | $432K | Hold |
13,097
| – | – | 0.01% | 723 |
|
2019
Q4 | $557K | Hold |
13,097
| – | – | 0.01% | 704 |
|
2019
Q3 | $550K | Buy |
+13,097
| New | +$550K | 0.02% | 591 |
|