Stone Asset Management Inc. Investment Managers Ser Tr Ii Transaction History

Stone Asset Management Inc.

  • $62.6 Million
  • Q1 2023

A detailed history of Stone Asset Management Inc. transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Stone Asset Management Inc. holds 8,337 shares of CHGX stock, worth $224,932. This represents 0.38% of its overall portfolio holdings.

Number of Shares
8,337
Previous 25,637 67.48%
Holding current value
$224,932
Previous $695,000 65.47%
% of portfolio
0.38%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 17, 2023
SELL
$27.06 - $29.62 $468,138 - $512,426
-17,300 Reduced 67.48%
8,337 $240,000
Q4 2022

Jan 25, 2023
BUY
$24.66 - $29.04 $632,208 - $744,498
25,637 New
25,637 $0

Others Institutions Holding CHGX

# of Institutions
7
Shares Held
238K
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MANAGERS SER TR II

CHGX Quotes by TradingView
  • Ticker CHGX
  • Sector ETFs
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