AWE
CCF

Avidian Wealth Enterprises’s Chase Corporation CCF Stock Holding History

Avidian Wealth Enterprises’s Portfolio CCF Stock Details CCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$623K Sell
2023
Q2 		$712K Buy
2023
Q1 		$406K Hold
2022
Q4 		$334K Hold
2022
Q3 		$324K Sell
2022
Q2 		$307K Sell
2022
Q1 		$400K Sell
2021
Q4 		$510K Buy