JFS Wealth Advisors’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 | – | Sell |
-2
| Closed | -$226 | – | 1892 |
|
|
2025
Q1 | $226 | Sell |
2
-1
| -33% | -$113 | ﹤0.01% | 1831 |
|
|
2024
Q4 | $351 | Sell |
3
-4
| -57% | -$468 | ﹤0.01% | 1815 |
|
|
2024
Q3 | $912 | Sell |
7
-7
| -50% | -$912 | ﹤0.01% | 1714 |
|
|
2024
Q2 | $2.35K | Buy |
14
+8
| +133% | +$1.34K | ﹤0.01% | 1374 |
|
|
2024
Q1 | $1.07K | Sell |
6
-16
| -73% | -$2.85K | ﹤0.01% | 1643 |
|
|
2023
Q4 | $3.66K | Hold |
22
| – | – | ﹤0.01% | 1179 |
|
|
2023
Q3 | $3.57K | Hold |
22
| – | – | ﹤0.01% | 1133 |
|
|
2023
Q2 | $3.38K | Hold |
22
| – | – | ﹤0.01% | 1187 |
|
|
2023
Q1 | $2.96K | Buy |
22
+3
| +16% | +$404 | ﹤0.01% | 1211 |
|
|
2022
Q4 | $2.6K | Sell |
19
-1
| -5% | -$137 | ﹤0.01% | 1263 |
|
|
2022
Q3 | $3K | Buy |
20
+10
| +100% | +$1.5K | ﹤0.01% | 1156 |
|
|
2022
Q2 | $1K | Buy |
10
+5
| +100% | +$500 | ﹤0.01% | 1485 |
|
|
2022
Q1 | $1K | Buy |
5
+4
| +400% | +$800 | ﹤0.01% | 1599 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1730 |
|