Navis Wealth Advisors’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,250
| Closed | -$241K | – | 88 |
|
|
2022
Q4 | $241K | Buy |
+7,250
| New | +$241K | 0.34% | 69 |
|
|
2022
Q3 | – | Sell |
-5,750
| Closed | -$224K | – | 82 |
|
|
2022
Q2 | $224K | Buy |
+5,750
| New | +$224K | 0.24% | 84 |
|
|
2021
Q1 | – | Sell |
-1,250
| Closed | -$32K | – | 113 |
|
|
2020
Q4 | $32K | Buy |
+1,250
| New | +$32K | 0.03% | 149 |
|