Carson Wealth (CWM LLC)’s Chase Corporation CCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10
| Closed | -$1K | – | 4641 |
|
|
2023
Q3 | $1K | Buy |
10
+2
| +25% | +$200 | ﹤0.01% | 4127 |
|
|
2023
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 4119 |
|
|
2023
Q1 | $1K | Sell |
8
-16
| -67% | -$2K | ﹤0.01% | 3976 |
|
|
2022
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 3653 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$2K | – | 3945 |
|
|
2021
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 3203 |
|