YorkBridge Wealth Partners’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-212
| Closed | -$7K | – | 250 |
|
|
2019
Q2 | $7K | Sell |
212
-80
| -27% | -$2.64K | ﹤0.01% | 620 |
|
|
2019
Q1 | $9K | Sell |
292
-367
| -56% | -$11.3K | ﹤0.01% | 606 |
|
|
2018
Q4 | $21K | Hold |
659
| – | – | 0.01% | 452 |
|
|
2018
Q3 | $24K | Sell |
659
-3
| -0.5% | -$109 | 0.01% | 480 |
|
|
2018
Q2 | $19K | Sell |
662
-64
| -9% | -$1.84K | 0.01% | 544 |
|
|
2018
Q1 | $17K | Buy |
+726
| New | +$17K | 0.01% | 559 |
|