Avidian Wealth Enterprises’s Chase Corporation CCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,900
| Closed | -$623K | – | 441 |
|
|
2023
Q3 | $623K | Sell |
4,900
-970
| -17% | -$123K | 0.04% | 220 |
|
|
2023
Q2 | $712K | Buy |
5,870
+1,993
| +51% | +$242K | 0.05% | 221 |
|
|
2023
Q1 | $406K | Hold |
3,877
| – | – | 0.02% | 330 |
|
|
2022
Q4 | $334K | Hold |
3,877
| – | – | 0.02% | 339 |
|
|
2022
Q3 | $324K | Sell |
3,877
-72
| -2% | -$6.02K | 0.02% | 309 |
|
|
2022
Q2 | $307K | Sell |
3,949
-658
| -14% | -$51.2K | 0.02% | 347 |
|
|
2022
Q1 | $400K | Sell |
4,607
-520
| -10% | -$45.1K | 0.02% | 336 |
|
|
2021
Q4 | $510K | Buy |
+5,127
| New | +$510K | 0.03% | 288 |
|