Chevy Chase Trust
WK icon

Chevy Chase Trust’s Workiva WK Stock Holding History

Chevy Chase Trust’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,256
Closed -$137K – 1048
2019
Q4 		$137K Buy
+3,256
New +$137K ﹤0.01% 694
2019
Q1 		– Sell
-53,300
Closed -$1.91M – 731
2018
Q4 		$1.91M Hold
53,300
– – 0.01% 548
2018
Q3 		$2.1M Hold
53,300
– – 0.01% 549
2018
Q2 		$1.3M Sell
53,300
-26,944
-34% -$678K 0.01% 563
2018
Q1 		$1.9M Hold
80,244
– – 0.01% 551
2017
Q4 		$1.72M Sell
80,244
-43,435
-35% -$955K 0.01% 552
2017
Q3 		$2.58M Hold
123,679
– – 0.01% 536
2017
Q2 		$2.36M Hold
123,679
– – 0.01% 539
2017
Q1 		$1.94M Buy
123,679
+113,250
+1,086% +$1.59M 0.01% 539
2016
Q4 		$142K Buy
+10,429
New +$160K ﹤0.01% 653

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RP
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RIM
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