Williams Jones Wealth Management’s Chewy CHWY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,509
| Closed | -$226K | – | 582 |
|
2022
Q2 | $226K | Sell |
6,509
-206
| -3% | -$7.15K | ﹤0.01% | 510 |
|
2022
Q1 | $274K | Sell |
6,715
-1,720
| -20% | -$70.2K | ﹤0.01% | 431 |
|
2021
Q4 | $497K | Sell |
8,435
-1,775
| -17% | -$105K | 0.01% | 335 |
|
2021
Q3 | $695K | Buy |
10,210
+946
| +10% | +$64.4K | 0.01% | 282 |
|
2021
Q2 | $738K | Buy |
9,264
+856
| +10% | +$68.2K | 0.01% | 275 |
|
2021
Q1 | $712K | Buy |
8,408
+3,378
| +67% | +$286K | 0.01% | 274 |
|
2020
Q4 | $452K | Buy |
+5,030
| New | +$452K | 0.01% | 299 |
|