Insight Wealth Strategies’s Chord Energy CHRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,347
| Closed | -$1.61M | – | 156 |
|
|
2024
Q3 | $1.61M | Buy |
12,347
+583
| +5% | +$75.9K | 0.21% | 106 |
|
|
2024
Q2 | $1.97M | Buy |
11,764
+273
| +2% | +$45.8K | 0.28% | 93 |
|
|
2024
Q1 | $2.05M | Buy |
11,491
+231
| +2% | +$41.2K | 0.3% | 89 |
|
|
2023
Q4 | $1.87M | Buy |
11,260
+524
| +5% | +$87.1K | 0.3% | 78 |
|
|
2023
Q3 | $1.74M | Buy |
10,736
+4,290
| +67% | +$695K | 0.34% | 61 |
|
|
2023
Q2 | $991K | Buy |
6,446
+95
| +1% | +$14.6K | 0.19% | 92 |
|
|
2023
Q1 | $855K | Sell |
6,351
-38
| -0.6% | -$5.12K | 0.17% | 96 |
|
|
2022
Q4 | $874K | Buy |
6,389
+684
| +12% | +$93.6K | 0.17% | 96 |
|
|
2022
Q3 | $694K | Hold |
5,705
| – | – | 0.13% | 105 |
|
|
2022
Q2 | $694K | Buy |
5,705
+458
| +9% | +$55.7K | 0.13% | 105 |
|
|
2022
Q1 | $768K | Buy |
+5,247
| New | +$768K | 0.11% | 115 |
|