HPWM
CCF
High Pines Wealth Management’s Chase Corporation CCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,234
| Closed | -$411K | – | 32 |
|
|
2023
Q3 | $411K | Buy |
+3,234
| New | +$411K | 0.68% | 22 |
|
|
2023
Q2 | – | Sell |
-3,234
| Closed | -$339K | – | 33 |
|
|
2023
Q1 | $339K | Buy |
3,234
+659
| +26% | +$69K | 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 | +$224K | 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% | -$123K | 0.15% | 39 |
|
|
2021
Q1 | $369K | Buy |
3,174
+654
| +26% | +$76K | 0.33% | 37 |
|
|
2020
Q4 | $255K | Buy |
+2,520
| New | +$255K | 0.24% | 40 |
|