Hillsdale Investment Management’s Charter Financial Corp CHFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-52,900
| Closed | -$980K | – | 551 |
|
|
2017
Q3 | $980K | Buy |
52,900
+3,000
| +6% | +$55.6K | 0.17% | 142 |
|
|
2017
Q2 | $898K | Hold |
49,900
| – | – | 0.18% | 140 |
|
|
2017
Q1 | $982K | Buy |
+49,900
| New | +$982K | 0.2% | 109 |
|
|
2016
Q2 | – | Sell |
-230
| Closed | -$3K | – | 589 |
|
|
2016
Q1 | $3K | Hold |
230
| – | – | ﹤0.01% | 442 |
|
|
2015
Q4 | $3K | Buy |
+230
| New | +$3K | ﹤0.01% | 441 |
|
|
2014
Q4 | – | Sell |
-28,800
| Closed | -$308K | – | 617 |
|
|
2014
Q3 | $308K | Sell |
28,800
-9,800
| -25% | -$105K | 0.1% | 181 |
|
|
2014
Q2 | $428K | Buy |
38,600
+2,700
| +8% | +$29.9K | 0.1% | 116 |
|
|
2014
Q1 | $388K | Buy |
+35,900
| New | +$388K | 0.11% | 125 |
|