RPg Family Wealth Advisory’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-725
| Closed | -$23.6K | – | 114 |
|
|
2022
Q1 | $23.6K | Hold |
725
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $24.1K | Hold |
725
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $23.6K | Hold |
725
| – | – | 0.01% | 212 |
|
|
2021
Q2 | $23.1K | Buy |
+725
| New | +$23.1K | 0.01% | 211 |
|
|
2020
Q4 | $15.5K | Buy |
+602
| New | +$15.5K | 0.01% | 251 |
|
|
2020
Q1 | – | Sell |
-586
| Closed | -$22.3K | – | 259 |
|
|
2019
Q4 | $22.3K | Buy |
586
+48
| +9% | +$1.83K | 0.01% | 203 |
|
|
2019
Q3 | $21.7K | Hold |
538
| – | – | 0.01% | 217 |
|
|
2019
Q2 | $18.9K | Hold |
538
| – | – | 0.01% | 225 |
|
|
2019
Q1 | $16.7K | Buy |
538
+89
| +20% | +$2.76K | 0.01% | 245 |
|
|
2018
Q4 | $14.4K | Hold |
449
| – | – | 0.01% | 190 |
|
|
2018
Q3 | $16.3K | Buy |
449
+68
| +18% | +$2.47K | 0.01% | 203 |
|
|
2018
Q2 | $10.9K | Buy |
+381
| New | +$10.9K | 0.01% | 221 |
|