Investment Managers Ser Tr I shares owned by IMPACTfolio
Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by IMPACTfolio
from 13F filings
Historical chart of IMPACTfolio investment in Investment Managers Ser Tr I
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All positions including Investment Managers Ser Tr I held by IMPACTfolio consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Investment Managers Ser Tr I by IMPACTfolio
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $766k | 20k | 37.97 |
| 2024-09-30 | $928k | 24k | 38.49 |
| 2024-06-30 | $1.5M | 42k | 36.16 |
| 2024-03-31 | $1.6M | 43k | 36.68 |
| 2023-12-31 | $16M | 480k | 33.22 |
| 2023-09-30 | $15M | 514k | 29.60 |
| 2023-06-30 | $1.3M | 42k | 31.27 |
| 2023-03-31 | $994k | 34k | 28.87 |