Summit Place Financial Advisors’s Chewy CHWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-58,495
| Closed | -$1.07M | – | 90 |
|
|
2023
Q3 | $1.07M | Buy |
58,495
+18,880
| +48% | +$345K | 0.76% | 51 |
|
|
2023
Q2 | $1.56M | Buy |
39,615
+1,375
| +4% | +$54.3K | 1.01% | 45 |
|
|
2023
Q1 | $1.43M | Sell |
38,240
-15,934
| -29% | -$596K | 1.01% | 43 |
|
|
2022
Q4 | $2.01M | Buy |
54,174
+10,900
| +25% | +$404K | 1.65% | 29 |
|
|
2022
Q3 | $1.33M | Buy |
43,274
+474
| +1% | +$14.6K | 1.24% | 35 |
|
|
2022
Q2 | $1.49M | Buy |
42,800
+7,175
| +20% | +$249K | 1.25% | 36 |
|
|
2022
Q1 | $1.45M | Buy |
35,625
+12,110
| +51% | +$494K | 0.97% | 48 |
|
|
2021
Q4 | $1.39M | Sell |
23,515
-4,210
| -15% | -$248K | 0.96% | 42 |
|
|
2021
Q3 | $1.89M | Buy |
27,725
+1,600
| +6% | +$109K | 1.38% | 33 |
|
|
2021
Q2 | $2.08M | Buy |
+26,125
| New | +$2.08M | 1.53% | 32 |
|