LA
CHFN
Lucus Advisors’s Charter Financial Corp CHFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-120,619
| Closed | -$1.59M | – | 393 |
|
|
2015
Q4 | $1.59M | Sell |
120,619
-93,239
| -44% | -$1.23M | 0.97% | 4 |
|
|
2015
Q3 | $2.71M | Sell |
213,858
-61,031
| -22% | -$774K | 1.51% | 3 |
|
|
2015
Q2 | $3.41M | Sell |
274,889
-64,836
| -19% | -$805K | 1.64% | 4 |
|
|
2015
Q1 | $3.91M | Sell |
339,725
-41,133
| -11% | -$473K | 2% | 4 |
|
|
2014
Q4 | $4.36M | Buy |
+380,858
| New | +$4.36M | 1.95% | 4 |
|