Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,894
Closed -$854K 794
2020
Q2
$854K Buy
1,894
+87
+5% +$38.8K 0.03% 401
2020
Q1
$783K Buy
1,807
+139
+8% +$62.1K 0.03% 419
2019
Q4
$733K Buy
1,668
+17
+1% +$7.15K 0.02% 499
2019
Q3
$689K Sell
1,651
-27
-2% -$11K 0.02% 516
2019
Q2
$606K Sell
1,678
-299
-15% -$99.9K 0.02% 576
2019
Q1
$633K Buy
+1,977
New +$607K 0.02% 561
2018
Q3
Sell
-1,420
Closed -$457K 829
2018
Q2
$457K Sell
1,420
-450
-24% -$141K 0.02% 437
2018
Q1
$510K Sell
1,870
-1,430
-43% -$379K 0.02% 418
2017
Q4
$802K Hold
3,300
0.03% 379
2017
Q3
$667K Hold
3,300
0.03% 400
2017
Q2
$675K Sell
3,300
-2,750
-45% -$548K 0.03% 387
2017
Q1
$1.1M Hold
6,050
0.05% 305
2016
Q4
$970K Buy
+6,050
New +$889K 0.04% 368
2015
Q4
Sell
-6,900
Closed -$921K 536
2015
Q3
$921K Buy
+6,900
New +$966K 0.04% 295

Other funds holding CHE