Allworth Financial’s Chase Corporation CCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-318
| Closed | -$40.5K | – | 3679 |
|
|
2023
Q3 | $40.5K | Hold |
318
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q2 | $38.6K | Hold |
318
| – | – | ﹤0.01% | 1216 |
|
|
2023
Q1 | $33.3K | Hold |
318
| – | – | ﹤0.01% | 1226 |
|
|
2022
Q4 | $27.4K | Sell |
318
-4
| -1% | -$345 | ﹤0.01% | 1229 |
|
|
2022
Q3 | $27K | Buy |
322
+22
| +7% | +$1.85K | ﹤0.01% | 1188 |
|
|
2022
Q2 | $23K | Hold |
300
| – | – | ﹤0.01% | 1194 |
|
|
2022
Q1 | $26K | Hold |
300
| – | – | ﹤0.01% | 1151 |
|
|
2021
Q4 | $30K | Buy |
+300
| New | +$30K | ﹤0.01% | 980 |
|