OneDigital Investment Advisors’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,100
| Closed | -$10K | – | 607 |
|
|
2019
Q4 | $10K | Hold |
19,100
| – | – | ﹤0.01% | 554 |
|
|
2019
Q3 | $11K | Sell |
19,100
-19,100
| -50% | -$11K | ﹤0.01% | 530 |
|
|
2019
Q2 | $40K | Buy |
38,200
+18,200
| +91% | +$19.1K | ﹤0.01% | 618 |
|
|
2019
Q1 | $29K | Hold |
20,000
| – | – | ﹤0.01% | 630 |
|
|
2018
Q4 | $22K | Hold |
20,000
| – | – | ﹤0.01% | 674 |
|
|
2018
Q3 | $33K | Hold |
20,000
| – | – | 0.01% | 513 |
|
|
2018
Q2 | $32K | Hold |
20,000
| – | – | 0.01% | 647 |
|
|
2018
Q1 | $25K | Hold |
20,000
| – | – | 0.01% | 742 |
|
|
2017
Q4 | $37K | Hold |
20,000
| – | – | ﹤0.01% | 595 |
|
|
2017
Q3 | $42K | Hold |
20,000
| – | – | 0.02% | 431 |
|
|
2017
Q2 | $47K | Buy |
+20,000
| New | +$47K | 0.01% | 493 |
|