ACI
Advance Capital I’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-10,700
| Closed | -$1.12M | – | 213 |
|
|
2015
Q1 | $1.12M | Sell |
10,700
-2,900
| -21% | -$304K | 0.7% | 44 |
|
|
2014
Q4 | $1.53M | Buy |
+13,600
| New | +$1.53M | 0.81% | 33 |
|
|
2014
Q1 | – | Sell |
-10,220
| Closed | -$1.28M | – | 196 |
|
|
2013
Q4 | $1.28M | Hold |
10,220
| – | – | 0.61% | 19 |
|
|
2013
Q3 | $1.24M | Hold |
10,220
| – | – | 0.63% | 16 |
|
|
2013
Q2 | $1.21M | Buy |
+10,220
| New | +$1.21M | 0.6% | 27 |
|