Creative Planning’s Charter Financial Corp CHFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$220K Buy
2017
Q3
Sell
2017
Q2
$32K Sell
2017
Q1
$45K Buy
2016
Q4
$38K Buy
2016
Q3
$29K Buy
2016
Q2
$3K Buy