Holistic Financial Partners’s Chewy CHWY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-10,843
| Closed | -$639K | – | 121 |
|
2021
Q4 | $639K | Sell |
10,843
-236
| -2% | -$13.9K | 0.37% | 37 |
|
2021
Q3 | $755K | Sell |
11,079
-863
| -7% | -$58.8K | 0.47% | 32 |
|
2021
Q2 | $952K | Buy |
11,942
+108
| +0.9% | +$8.61K | 0.57% | 27 |
|
2021
Q1 | $1M | Buy |
11,834
+4,032
| +52% | +$341K | 0.66% | 24 |
|
2020
Q4 | $701K | Buy |
7,802
+2,654
| +52% | +$238K | 0.48% | 28 |
|
2020
Q3 | $282K | Buy |
+5,148
| New | +$282K | 0.23% | 62 |
|