GSWM
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Golden State Wealth Management’s Chord Energy CHRD Stock Holding History

Golden State Wealth Management’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,645
Closed -$4K – 255
2020
Q3 		$4K Hold
12,645
– – ﹤0.01% 419
2020
Q2 		$9K Hold
12,645
– – ﹤0.01% 192
2020
Q1 		$4K Buy
+12,645
New +$23.2K ﹤0.01% 763
2019
Q4 		– Sell
-13,845
Closed -$48K – 190
2019
Q3 		$48K Sell
13,845
-300
-2% -$1.18K 0.02% 433
2019
Q2 		$80K Sell
14,145
-12,600
-47% -$71.6K 0.03% 365
2019
Q1 		$162K Buy
+26,745
New +$160K 0.05% 250

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WAMC
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AC
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AUIM
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DSC
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WA
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Federated Hermes
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