WOSD
WFA of San Diego’s Chord Energy CHRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94K | Buy |
+20
| New | +$1.94K | ﹤0.01% | 396 |
|
|
2024
Q3 | $2.61K | Hold |
20
| – | – | ﹤0.01% | 351 |
|
|
2024
Q2 | $3.35K | Buy |
+20
| New | +$3.35K | ﹤0.01% | 336 |
|
|
2020
Q3 | – | Sell |
-428,302
| Closed | -$1.2M | – | 98 |
|
|
2020
Q2 | $1.2M | Buy |
+428,302
| New | +$1.2M | 0.28% | 86 |
|