High Pines Wealth Management’s Chase Corporation CCF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,234
Closed -$411K 32
2023
Q3
$411K Buy
+3,234
New +$405K 0.68% 22
2023
Q2
Sell
-3,234
Closed -$339K 33
2023
Q1
$339K Buy
3,234
+659
+26% +$63.2K 0.56% 21
2022
Q4
$222K Hold
2,575
0.39% 29
2022
Q3
$215K Hold
2,575
0.41% 31
2022
Q2
$200K Hold
2,575
0.37% 28
2022
Q1
$224K Buy
+2,575
New +$239K 0.16% 36
2021
Q4
Sell
-1,974
Closed -$202K 43
2021
Q3
$202K Hold
1,974
0.14% 41
2021
Q2
$203K Sell
1,974
-1,200
-38% -$133K 0.15% 39
2021
Q1
$369K Buy
3,174
+654
+26% +$73K 0.33% 37
2020
Q4
$255K Buy
+2,520
New +$264K 0.24% 40

High Pines Wealth Management's CCF Position: Q4 2023 in Review

High Pines Wealth Management sold out of Chase Corporation (CCF) in Q4 2023, closing a stake of 3,234 shares — an estimated $411K sold.

High Pines Wealth Management first reported a position in CCF in Q4 2020 and held it in 10 quarters. The position peaked at $411K in Q3 2023. 0 funds tracked by Wall St. Rank hold CCF as of Q4 2023.

  • High Pines Wealth Management reported no remaining Chase Corporation position as of Q4 2023 after selling out during the quarter.
  • High Pines Wealth Management sold 3,234 Chase Corporation shares in Q4 2023, an estimated $411K.
  • High Pines Wealth Management first reported a position in Chase Corporation in Q4 2020 and held it in 10 quarters.
  • High Pines Wealth Management's Chase Corporation position peaked at $411K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Chase Corporation as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.