GW Henssler & Associates’s California Resources CRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,749
| Closed | -$210K | – | 176 |
|
|
2023
Q3 | $210K | Sell |
3,749
-8,773
| -70% | -$491K | 0.01% | 178 |
|
|
2023
Q2 | $567K | Sell |
12,522
-1,400
| -10% | -$63.4K | 0.04% | 99 |
|
|
2023
Q1 | $536K | Buy |
13,922
+205
| +1% | +$7.89K | 0.04% | 104 |
|
|
2022
Q4 | $597K | Hold |
13,717
| – | – | 0.04% | 99 |
|
|
2022
Q3 | $527K | Buy |
13,717
+1,792
| +15% | +$68.8K | 0.04% | 96 |
|
|
2022
Q2 | $459K | Buy |
+11,925
| New | +$459K | 0.03% | 109 |
|