EP Wealth Advisors’s Chimera Investment CIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,150
| Closed | -$107K | – | 841 |
|
|
2023
Q4 | $107K | Sell |
7,150
-302
| -4% | -$4.52K | ﹤0.01% | 786 |
|
|
2023
Q3 | $122K | Sell |
7,452
-5,685
| -43% | -$93.1K | ﹤0.01% | 722 |
|
|
2023
Q2 | $126K | Buy |
13,137
+11,646
| +781% | +$112K | ﹤0.01% | 665 |
|
|
2023
Q1 | $1.14M | Sell |
1,491
-3,883
| -72% | -$2.98M | 0.02% | 289 |
|
|
2022
Q4 | $88.7K | Buy |
5,374
+163
| +3% | +$2.69K | ﹤0.01% | 603 |
|
|
2022
Q3 | $82K | Buy |
5,211
+984
| +23% | +$15.5K | ﹤0.01% | 324 |
|
|
2022
Q2 | $112K | Sell |
4,227
-546
| -11% | -$14.5K | ﹤0.01% | 631 |
|
|
2022
Q1 | $172K | Sell |
4,773
-1,782
| -27% | -$64.2K | ﹤0.01% | 588 |
|
|
2021
Q4 | $297K | Buy |
6,555
+113
| +2% | +$5.12K | 0.01% | 465 |
|
|
2021
Q3 | $287K | Buy |
6,442
+118
| +2% | +$5.26K | 0.01% | 441 |
|
|
2021
Q2 | $286K | Buy |
6,324
+115
| +2% | +$5.2K | 0.01% | 453 |
|
|
2021
Q1 | $237K | Buy |
+6,209
| New | +$237K | 0.01% | 441 |
|