Valeo Financial Advisors’s Chesapeake Energy Corp. 4.5% Cum. Cnvrtbl. Prfrd. Stock CHK.PRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,150
| Closed | -$64K | – | 1695 |
|
|
2019
Q1 | $64K | Hold |
1,150
| – | – | 0.01% | 508 |
|
|
2018
Q4 | $49K | Hold |
1,150
| – | – | 0.01% | 507 |
|
|
2018
Q3 | $62K | Hold |
1,150
| – | – | 0.01% | 506 |
|
|
2018
Q2 | $64K | Hold |
1,150
| – | – | 0.01% | 495 |
|
|
2018
Q1 | $57K | Hold |
1,150
| – | – | 0.01% | 467 |
|
|
2017
Q4 | $57K | Hold |
1,150
| – | – | 0.01% | 448 |
|
|
2017
Q3 | $58K | Buy |
+1,150
| New | +$58K | 0.01% | 383 |
|