Benjamin F. Edwards & Company’s CoreCard CCRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2K | Hold |
152
| – | – | ﹤0.01% | 2018 |
|
|
2024
Q1 | $2K | Hold |
152
| – | – | ﹤0.01% | 2008 |
|
|
2023
Q4 | $2K | Hold |
152
| – | – | ﹤0.01% | 1980 |
|
|
2023
Q3 | $3K | Buy |
152
+52
| +52% | +$1.03K | ﹤0.01% | 1625 |
|
|
2023
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1620 |
|
|
2023
Q1 | $3K | Sell |
100
-223
| -69% | -$6.69K | ﹤0.01% | 1621 |
|
|
2022
Q4 | $9K | Buy |
323
+130
| +67% | +$3.62K | ﹤0.01% | 1441 |
|
|
2022
Q3 | $4K | Hold |
193
| – | – | ﹤0.01% | 1587 |
|
|
2022
Q2 | $5K | Hold |
193
| – | – | ﹤0.01% | 1525 |
|
|
2022
Q1 | $5K | Buy |
193
+91
| +89% | +$2.36K | ﹤0.01% | 1511 |
|
|
2021
Q4 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 1545 |
|