Integrated Wealth Concepts’s Chord Energy CHRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
40,305
+8,234
| +26% | +$797K | 0.04% | 398 |
|
|
2025
Q1 | $3.62M | Buy |
+32,071
| New | +$3.62M | 0.04% | 394 |
|
|
2024
Q3 | – | Sell |
-14,909
| Closed | -$2.5M | – | 1686 |
|
|
2024
Q2 | $2.5M | Buy |
14,909
+1,352
| +10% | +$227K | 0.03% | 444 |
|
|
2024
Q1 | $2.42M | Buy |
13,557
+4,202
| +45% | +$749K | 0.04% | 453 |
|
|
2023
Q4 | $1.56M | Buy |
9,355
+1,473
| +19% | +$245K | 0.03% | 571 |
|
|
2023
Q3 | $1.28M | Buy |
7,882
+3,884
| +97% | +$629K | 0.02% | 595 |
|
|
2023
Q2 | $615K | Sell |
3,998
-4,201
| -51% | -$646K | 0.01% | 894 |
|
|
2023
Q1 | $1.1M | Buy |
+8,199
| New | +$1.1M | 0.02% | 581 |
|