Steward Partners Investment Advisory’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-221
| Closed | -$4.68K | – | 3497 |
|
|
2023
Q3 | $4.68K | Sell |
221
-300
| -58% | -$6.35K | ﹤0.01% | 2853 |
|
|
2023
Q2 | $18.6K | Hold |
521
| – | – | ﹤0.01% | 2326 |
|
|
2023
Q1 | $17.7K | Sell |
521
-180
| -26% | -$6.13K | ﹤0.01% | 2295 |
|
|
2022
Q4 | $23.3K | Sell |
701
-289
| -29% | -$9.62K | ﹤0.01% | 2167 |
|
|
2022
Q3 | $29K | Hold |
990
| – | – | ﹤0.01% | 2037 |
|
|
2022
Q2 | $39K | Sell |
990
-159
| -14% | -$6.26K | ﹤0.01% | 1922 |
|
|
2022
Q1 | $37K | Sell |
1,149
-190
| -14% | -$6.12K | ﹤0.01% | 2068 |
|
|
2021
Q4 | $45K | Sell |
1,339
-210
| -14% | -$7.06K | ﹤0.01% | 1968 |
|
|
2021
Q3 | $50K | Buy |
1,549
+174
| +13% | +$5.62K | ﹤0.01% | 1892 |
|
|
2021
Q2 | $44K | Buy |
1,375
+136
| +11% | +$4.35K | ﹤0.01% | 3616 |
|
|
2021
Q1 | $37.7K | Buy |
1,239
+49
| +4% | +$1.49K | ﹤0.01% | 2135 |
|
|
2020
Q4 | $31K | Buy |
1,190
+484
| +69% | +$12.6K | ﹤0.01% | 1887 |
|
|
2020
Q3 | $10K | Sell |
706
-142
| -17% | -$2.01K | ﹤0.01% | 2129 |
|
|
2020
Q2 | $12K | Buy |
848
+730
| +619% | +$10.3K | ﹤0.01% | 1955 |
|
|
2020
Q1 | $1K | Buy |
+118
| New | +$1K | ﹤0.01% | 2361 |
|