1776 Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,847
| Closed | -$217K | – | 130 |
|
|
2021
Q4 | $217K | Sell |
1,847
-126
| -6% | -$14.8K | 0.12% | 120 |
|
|
2021
Q3 | $200K | Sell |
1,973
-292
| -13% | -$29.6K | 0.11% | 114 |
|
|
2021
Q2 | $237K | Buy |
2,265
+53
| +2% | +$5.55K | 0.13% | 107 |
|
|
2021
Q1 | $232K | Buy |
+2,212
| New | +$232K | 0.15% | 102 |
|
|
2020
Q3 | – | Sell |
-2,438
| Closed | -$217K | – | 150 |
|
|
2020
Q2 | $217K | Sell |
2,438
-1,644
| -40% | -$146K | 0.15% | 94 |
|
|
2020
Q1 | $370K | Buy |
4,082
+2,509
| +160% | +$227K | 0.16% | 100 |
|
|
2019
Q4 | $189K | Buy |
+1,573
| New | +$189K | 0.16% | 105 |
|