ARIS
Advanced Research Investment Solutions’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-115
| Closed | -$17K | – | 57 |
|
2022
Q3 | $17K | Hold |
115
| – | – | 0.01% | 113 |
|
2022
Q2 | $17K | Hold |
115
| – | – | 0.01% | 68 |
|
2022
Q1 | $19K | Buy |
+115
| New | +$19K | 0.01% | 107 |
|
2021
Q4 | – | Sell |
-25
| Closed | -$2.54K | – | 198 |
|
2021
Q3 | $2.54K | Hold |
25
| – | – | ﹤0.01% | 131 |
|
2021
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 68 |
|
2021
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 61 |
|
2020
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 61 |
|