$211 Thousand is the total value of Chessman Wealth Strategies RIA's 1 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPYG | Exit | SPDR SERIES TRUSTprtflo s&p500 gw | $0 | – | -6,127 | -100.0% | -6.49% | – |
ELD | Exit | WISDOMTREE TRem lcl debt fd | $0 | – | -13,897 | -100.0% | -13.04% | – |
PLW | Exit | INVESCO EXCHNG TRADED FD TR1 30 lader tre | $0 | – | -13,972 | -100.0% | -13.55% | – |
OGE | Exit | OGE ENERGY CORP | $0 | – | -42,877 | -100.0% | -53.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-17
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SERIES TRUST | 8 | Q3 2019 | 16.2% |
OGE ENERGY CORP | 8 | Q3 2019 | 53.1% |
ISHARES TR | 7 | Q2 2019 | 13.9% |
SPDR SERIES TRUST | 7 | Q2 2019 | 12.4% |
SPDR SERIES TRUST | 7 | Q2 2019 | 9.5% |
ROCKWELL AUTOMATION INC | 7 | Q2 2019 | 1.4% |
FIRST TR NASDAQ100 TECH INDE | 6 | Q2 2019 | 9.5% |
EXXON MOBIL CORP | 6 | Q1 2019 | 0.5% |
JPMORGAN CHASE & CO | 6 | Q1 2019 | 0.5% |
LEGACY TEX FINL GROUP INC | 6 | Q1 2019 | 0.3% |
View Chessman Wealth Strategies RIA's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-01-17 |
13F-HR | 2019-10-25 |
13F-HR | 2019-07-19 |
13F-HR | 2019-04-09 |
13F-HR | 2019-01-14 |
13F-HR | 2018-10-12 |
13F-HR | 2018-07-13 |
13F-HR | 2018-05-09 |
13F-HR | 2018-01-30 |
View Chessman Wealth Strategies RIA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.