Creative Planning’s Charter Financial Corp CHFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,100
| Closed | -$220K | – | 2041 |
|
|
2018
Q2 | $220K | Buy |
+9,100
| New | +$220K | ﹤0.01% | 1567 |
|
|
2017
Q3 | – | Sell |
-1,755
| Closed | -$32K | – | 4276 |
|
|
2017
Q2 | $32K | Sell |
1,755
-524
| -23% | -$9.55K | ﹤0.01% | 2829 |
|
|
2017
Q1 | $45K | Buy |
2,279
+1
| +0% | +$20 | ﹤0.01% | 2542 |
|
|
2016
Q4 | $38K | Buy |
2,278
+1
| +0% | +$17 | ﹤0.01% | 2598 |
|
|
2016
Q3 | $29K | Buy |
2,277
+2,070
| +1,000% | +$26.4K | ﹤0.01% | 2752 |
|
|
2016
Q2 | $3K | Buy |
+207
| New | +$3K | ﹤0.01% | 3853 |
|