DWA
Dougherty Wealth Advisers’s Chord Energy CHRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,019
| Closed | – | – | 145 |
|
|
2020
Q3 | $0 | Hold |
1,019
| – | – | ﹤0.01% | 151 |
|
|
2020
Q2 | $1K | Hold |
1,019
| – | – | ﹤0.01% | 154 |
|
|
2020
Q1 | $0 | Sell |
1,019
-26
| -2% | – | ﹤0.01% | 165 |
|
|
2019
Q4 | $3K | Hold |
1,045
| – | – | 0.01% | 169 |
|
|
2019
Q3 | $4K | Sell |
1,045
-93,955
| -99% | -$360K | 0.01% | 171 |
|
|
2019
Q2 | $539K | Buy |
+95,000
| New | +$539K | 1.52% | 14 |
|
|
2019
Q1 | – | Sell |
-70,000
| Closed | -$391K | – | 208 |
|
|
2018
Q4 | $391K | Buy |
+70,000
| New | +$391K | 1.29% | 18 |
|