Denver Wealth Management, Inc. Investment Managers Ser Tr Ii Transaction History

Denver Wealth Management, Inc.

  • $185 Million
  • Q2 2024

A detailed history of Denver Wealth Management, Inc. transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 9,779 shares of CHGX stock, worth $360,747. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,779
Previous 7,241 35.05%
Holding current value
$360,747
Previous $265,000 33.21%
% of portfolio
0.19%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$34.05 - $36.52 $86,418 - $92,687
2,538 Added 35.05%
9,779 $353,000
Q1 2024

Apr 18, 2024
SELL
$32.56 - $36.68 $13,838 - $15,589
-425 Reduced 5.54%
7,241 $265,000
Q4 2023

Jan 23, 2024
SELL
$28.25 - $33.32 $1,553 - $1,832
-55 Reduced 0.71%
7,666 $254,000
Q3 2023

Oct 24, 2023
BUY
$29.44 - $32.11 $9,067 - $9,889
308 Added 4.15%
7,721 $228,000
Q1 2023

May 04, 2023
BUY
$27.06 - $29.62 $200,595 - $219,573
7,413 New
7,413 $214,000
Q2 2022

Aug 11, 2022
BUY
$25.31 - $31.71 $221,892 - $278,001
8,767 New
8,767 $230,000

Others Institutions Holding CHGX

# of Institutions
37
Shares Held
1.22M
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
  • Industry ETFs
More about CHGX
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