CFA
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Carroll Financial Associates’s Chord Energy CHRD Stock Holding History

Carroll Financial Associates’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-37,280
Closed -$10K – 1547
2020
Q3 		$10K Buy
37,280
+100
+0.3% +$61 ﹤0.01% 1020
2020
Q2 		$27K Sell
37,180
-32
-0.1% -$21 ﹤0.01% 792
2020
Q1 		$13K Buy
37,212
+12,326
+50% +$22.6K ﹤0.01% 869
2019
Q4 		$81K Buy
24,886
+12,266
+97% +$35.1K 0.01% 549
2019
Q3 		$43K Hold
12,620
– – ﹤0.01% 652
2019
Q2 		$71K Buy
+12,620
New +$71.7K 0.01% 557
2017
Q4 		– Sell
-269
Closed -$2K – 1236
2017
Q3 		$2K Buy
+269
New +$2.11K ﹤0.01% 1098

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