Lyell Wealth Management’s Chewy CHWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,900
| Closed | -$230K | – | 197 |
|
|
2021
Q4 | $230K | Hold |
3,900
| – | – | 0.03% | 176 |
|
|
2021
Q3 | $266K | Hold |
3,900
| – | – | 0.03% | 164 |
|
|
2021
Q2 | $311K | Hold |
3,900
| – | – | 0.04% | 161 |
|
|
2021
Q1 | $330K | Hold |
3,900
| – | – | 0.05% | 146 |
|
|
2020
Q4 | $351K | Hold |
3,900
| – | – | 0.06% | 131 |
|
|
2020
Q3 | $214K | Buy |
+3,900
| New | +$214K | 0.04% | 127 |
|