Stonehage Fleming Financial Services’s CoreCard CCRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-300
| Closed | -$9.04K | – | 237 |
|
|
2024
Q1 | $9.04K | Hold |
300
| – | – | ﹤0.01% | 161 |
|
|
2023
Q4 | $4.15K | Hold |
300
| – | – | ﹤0.01% | 218 |
|
|
2023
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 234 |
|
|
2023
Q2 | $7.61K | Hold |
300
| – | – | ﹤0.01% | 185 |
|
|
2023
Q1 | $9.04K | Hold |
300
| – | – | ﹤0.01% | 161 |
|
|
2022
Q4 | $8.69K | Hold |
300
| – | – | ﹤0.01% | 156 |
|
|
2022
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 185 |
|
|
2022
Q2 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 240 |
|