Foundations Investment Advisors’s City Holding Co CHCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,935
| Closed | -$229K | – | 872 |
|
2024
Q4 | $229K | Buy |
1,935
+13
| +0.7% | +$1.54K | ﹤0.01% | 756 |
|
2024
Q3 | $226K | Hold |
1,922
| – | – | ﹤0.01% | 732 |
|
2024
Q2 | $204K | Hold |
1,922
| – | – | 0.01% | 719 |
|
2024
Q1 | $200K | Buy |
+1,922
| New | +$200K | 0.01% | 679 |
|