CFA
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CT Financial Advisors’s Chord Energy CHRD Stock Holding History

CT Financial Advisors’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,500
Closed -$22.7K – 652
2016
Q4 		$22.7K Hold
1,500
– – 0.01% 338
2016
Q3 		$17.2K Hold
1,500
– – 0.01% 372
2016
Q2 		$14K Hold
1,500
– – 0.01% 389
2016
Q1 		$10.9K Sell
1,500
-2,200
-59% -$13.1K 0.01% 438
2015
Q4 		$27.3K Hold
3,700
– – 0.02% 349
2015
Q3 		$32.1K Hold
3,700
– – 0.02% 334
2015
Q2 		$58.6K Buy
3,700
+1,000
+37% +$16.8K 0.03% 286
2015
Q1 		$38.4K Buy
2,700
+1,500
+125% +$22K 0.02% 331
2014
Q4 		$19.8K Buy
+1,200
New +$29.8K 0.02% 315
2014
Q1 		$38.4K Buy
+2,700
New +$114K 0.02% 331

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