Chicago Trust’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.7K | Hold |
10,355
| – | – | 0.01% | 405 |
|
|
2025
Q1 | $40.5K | Hold |
10,355
| – | – | 0.01% | 363 |
|
|
2024
Q4 | $34.6K | Hold |
10,355
| – | – | 0.01% | 359 |
|
|
2024
Q3 | $34.2K | Hold |
10,355
| – | – | 0.01% | 377 |
|
|
2024
Q2 | $30.4K | Buy |
+10,355
| New | +$30.4K | 0.01% | 319 |
|
|
2021
Q3 | – | Sell |
-10,500
| Closed | -$61K | – | 337 |
|
|
2021
Q2 | $61K | Buy |
+10,500
| New | +$61K | 0.01% | 316 |
|