Buckingham Strategic Wealth’s City Holding Co CHCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-143,722
| Closed | -$11.2M | – | 605 |
|
|
2021
Q3 | $11.2M | Sell |
143,722
-16,401
| -10% | -$1.28M | 0.23% | 52 |
|
|
2021
Q2 | $12M | Buy |
160,123
+817
| +0.5% | +$61.5K | 0.29% | 44 |
|
|
2021
Q1 | $13M | Buy |
159,306
+65
| +0% | +$5.32K | 0.64% | 29 |
|
|
2020
Q4 | $11.1M | Hold |
159,241
| – | – | 0.58% | 37 |
|
|
2020
Q3 | $9.17M | Hold |
159,241
| – | – | 0.7% | 31 |
|
|
2020
Q2 | $10.4M | Hold |
159,241
| – | – | 0.99% | 25 |
|
|
2020
Q1 | $10.6M | Buy |
159,241
+156,322
| +5,355% | +$10.4M | 1.02% | 23 |
|
|
2019
Q4 | $239K | Buy |
+2,919
| New | +$239K | 0.02% | 402 |
|