AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
23,231
+1,406
| +6% | +$136K | 0.02% | 508 |
|
|
2025
Q1 | $2.46M | Buy |
+21,825
| New | +$2.46M | 0.02% | 476 |
|
|
2023
Q4 | – | Sell |
-7,871
| Closed | -$1.28M | – | 2064 |
|
|
2023
Q3 | $1.28M | Buy |
+7,871
| New | +$1.28M | 0.01% | 1001 |
|
|
2020
Q4 | – | Sell |
-13,181
| Closed | -$4K | – | 1353 |
|
|
2020
Q3 | $4K | Buy |
13,181
+1,175
| +10% | +$357 | ﹤0.01% | 1257 |
|
|
2020
Q2 | $9K | Buy |
+12,006
| New | +$9K | ﹤0.01% | 1236 |
|