MWPCG
Measured Wealth Private Client Group’s Chord Energy CHRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,540
| Closed | -$201K | – | 179 |
|
|
2024
Q3 | $201K | Sell |
1,540
-1,726
| -53% | -$225K | 0.07% | 177 |
|
|
2024
Q2 | $548K | Buy |
3,266
+1,369
| +72% | +$230K | 0.19% | 80 |
|
|
2024
Q1 | $338K | Buy |
1,897
+240
| +14% | +$42.8K | 0.12% | 134 |
|
|
2023
Q4 | $275K | Buy |
1,657
+186
| +13% | +$30.9K | 0.1% | 145 |
|
|
2023
Q3 | $238K | Buy |
+1,471
| New | +$238K | 0.1% | 149 |
|