WFG Advisors’s Chase Corporation CCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $13K | Hold |
120
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q1 | $11K | Buy |
+120
| New | +$11K | ﹤0.01% | 1055 |
|
|
2014
Q1 | – | Sell |
-145
| Closed | -$5K | – | 2258 |
|
|
2013
Q4 | $5K | Sell |
145
-618
| -81% | -$21.3K | ﹤0.01% | 1767 |
|
|
2013
Q3 | $22K | Buy |
+763
| New | +$22K | ﹤0.01% | 1249 |
|