Envestnet Asset Management’s Chase Corporation CCF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,237
Closed -$539K 4224
2023
Q3
$539K Buy
4,237
+2,210
+109% +$281K ﹤0.01% 3208
2023
Q2
$246K Sell
2,027
-821
-29% -$99.5K ﹤0.01% 3591
2023
Q1
$298K Buy
+2,848
New +$298K ﹤0.01% 3447