MWM
Moran Wealth Management’s Chord Energy CHRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-36,518
| Closed | -$4.76M | – | 421 |
|
|
2024
Q3 | $4.76M | Sell |
36,518
-19,208
| -34% | -$2.5M | 0.15% | 175 |
|
|
2024
Q2 | $9.34M | Buy |
55,726
+648
| +1% | +$109K | 0.31% | 110 |
|
|
2024
Q1 | $9.82M | Buy |
55,078
+17,751
| +48% | +$3.16M | 0.32% | 106 |
|
|
2023
Q4 | $6.2M | Sell |
37,327
-31
| -0.1% | -$5.15K | 0.22% | 143 |
|
|
2023
Q3 | $6.05M | Buy |
37,358
+22,103
| +145% | +$3.58M | 0.23% | 141 |
|
|
2023
Q2 | $2.35M | Buy |
15,255
+432
| +3% | +$66.4K | 0.09% | 210 |
|
|
2023
Q1 | $2M | Buy |
14,823
+3,522
| +31% | +$474K | 0.08% | 220 |
|
|
2022
Q4 | $1.55M | Buy |
+11,301
| New | +$1.55M | 0.06% | 228 |
|