Wealthspire Advisors (New York)’s Comstock Holding Companies CHCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-12,000
| Closed | -$72K | – | 583 |
|
2021
Q2 | $72K | Sell |
12,000
-1,000
| -8% | -$6K | ﹤0.01% | 361 |
|
2021
Q1 | $75K | Buy |
13,000
+1,000
| +8% | +$5.77K | ﹤0.01% | 694 |
|
2020
Q4 | $38K | Buy |
+12,000
| New | +$38K | ﹤0.01% | 576 |
|
2020
Q2 | – | Sell |
-20,774
| Closed | -$31K | – | 312 |
|
2020
Q1 | $31K | Buy |
+20,774
| New | +$31K | ﹤0.01% | 549 |
|