Baker Tilly Wealth Management’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,022
| Closed | -$351K | – | 510 |
|
|
2022
Q2 | $351K | Sell |
9,022
-140
| -2% | -$5.45K | 0.05% | 386 |
|
|
2022
Q1 | $299K | Sell |
9,162
-272
| -3% | -$8.88K | 0.03% | 430 |
|
|
2021
Q4 | $314K | Sell |
9,434
-193
| -2% | -$6.42K | 0.03% | 423 |
|
|
2021
Q3 | $314K | Buy |
9,627
+1,114
| +13% | +$36.3K | 0.04% | 415 |
|
|
2021
Q2 | $271K | Buy |
8,513
+874
| +11% | +$27.8K | 0.04% | 420 |
|
|
2021
Q1 | $233K | Buy |
+7,639
| New | +$233K | 0.05% | 419 |
|