WealthSource Partners’s Chord Energy CHRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $748K | Hold |
4,501
| – | – | 0.05% | 242 |
|
|
2023
Q3 | $729K | Hold |
4,501
| – | – | 0.05% | 234 |
|
|
2023
Q2 | $692K | Sell |
4,501
-609
| -12% | -$93.7K | 0.05% | 251 |
|
|
2023
Q1 | $688K | Sell |
5,110
-1,851
| -27% | -$249K | 0.05% | 245 |
|
|
2022
Q4 | $952K | Sell |
6,961
-100
| -1% | -$13.7K | 0.07% | 198 |
|
|
2022
Q3 | $966K | Buy |
+7,061
| New | +$966K | 0.07% | 197 |
|
|
2018
Q2 | – | Sell |
-46,004
| Closed | -$373K | – | 302 |
|
|
2018
Q1 | $373K | Sell |
46,004
-925
| -2% | -$7.5K | 0.11% | 175 |
|
|
2017
Q4 | $395K | Sell |
46,929
-3,075
| -6% | -$25.9K | 0.12% | 160 |
|
|
2017
Q3 | $456K | Buy |
50,004
+16,425
| +49% | +$150K | 0.15% | 146 |
|
|
2017
Q2 | $270K | Buy |
33,579
+9,049
| +37% | +$72.8K | 0.09% | 216 |
|
|
2017
Q1 | $350K | Buy |
+24,530
| New | +$350K | 0.13% | 173 |
|