Foundations Investment Advisors’s Chegg CHGG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,393
Closed -$237K 517
2022
Q4
$237K Sell
9,393
-3,710
-28% -$93.8K 0.01% 384
2022
Q3
$276K Sell
13,103
-1,901
-13% -$40K 0.01% 333
2022
Q2
$283K Hold
15,004
0.01% 311
2022
Q1
$486K Sell
15,004
-420
-3% -$13.6K 0.02% 196
2021
Q4
$448K Buy
15,424
+12,348
+401% +$359K 0.02% 217
2021
Q3
$215K Buy
3,076
+633
+26% +$44.2K 0.01% 290
2021
Q2
$208K Buy
+2,443
New +$208K 0.01% 284