Kestra Private Wealth Services’s Chord Energy CHRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,743
Closed -$487K 1428
2024
Q3
$487K Buy
3,743
+762
+26% +$99.2K 0.01% 880
2024
Q2
$500K Buy
+2,981
New +$500K 0.01% 830