Wealthspire Advisors (Maryland)’s City Holding Co CHCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-36
| Closed | -$3K | – | 742 |
|
|
2019
Q1 | $3K | Sell |
36
-17
| -32% | -$1.42K | ﹤0.01% | 1982 |
|
|
2018
Q4 | $4K | Buy |
53
+6
| +13% | +$453 | ﹤0.01% | 1792 |
|
|
2018
Q3 | $4K | Buy |
47
+17
| +57% | +$1.45K | ﹤0.01% | 1878 |
|
|
2018
Q2 | $2K | Sell |
30
-200
| -87% | -$13.3K | ﹤0.01% | 2125 |
|
|
2018
Q1 | $16K | Hold |
230
| – | – | ﹤0.01% | 1367 |
|
|
2017
Q4 | $16K | Buy |
230
+28
| +14% | +$1.95K | ﹤0.01% | 1392 |
|
|
2017
Q3 | $15K | Buy |
202
+2
| +1% | +$149 | ﹤0.01% | 1398 |
|
|
2017
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 1425 |
|
|
2017
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 1231 |
|
|
2016
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 1113 |
|
|
2016
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1245 |
|
|
2016
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 1223 |
|
|
2016
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 1180 |
|
|
2015
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 1213 |
|