AWMS
Advocacy Wealth Management Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-294
| Closed | -$47K | – | 57 |
|
|
2022
Q3 | $47K | Hold |
294
| – | – | 0.01% | 46 |
|
|
2022
Q2 | $43K | Hold |
294
| – | – | 0.01% | 53 |
|
|
2022
Q1 | $48K | Buy |
294
+69
| +31% | +$11.3K | 0.01% | 50 |
|
|
2021
Q4 | $26K | Hold |
225
| – | – | ﹤0.01% | 81 |
|
|
2021
Q3 | $23K | Buy |
225
+89
| +65% | +$9.1K | ﹤0.01% | 84 |
|
|
2021
Q2 | $14K | Sell |
136
-62
| -31% | -$6.38K | ﹤0.01% | 122 |
|
|
2021
Q1 | $21K | Hold |
198
| – | – | ﹤0.01% | 90 |
|
|
2020
Q4 | $17K | Hold |
198
| – | – | ﹤0.01% | 100 |
|
|
2020
Q3 | $14K | Sell |
198
-60
| -23% | -$4.24K | ﹤0.01% | 96 |
|
|
2020
Q2 | $23K | Sell |
258
-138
| -35% | -$12.3K | ﹤0.01% | 78 |
|
|
2020
Q1 | $27K | Buy |
396
+181
| +84% | +$12.3K | 0.01% | 56 |
|
|
2019
Q4 | $26K | Sell |
215
-5
| -2% | -$605 | 0.01% | 81 |
|
|
2019
Q3 | $26K | Hold |
220
| – | – | 0.02% | 80 |
|
|
2019
Q2 | $27K | Hold |
220
| – | – | 0.02% | 78 |
|
|
2019
Q1 | $27K | Sell |
220
-100
| -31% | -$12.3K | 0.03% | 63 |
|
|
2018
Q4 | $35K | Hold |
320
| – | – | 0.03% | 47 |
|
|
2018
Q3 | $39K | Hold |
320
| – | – | 0.02% | 48 |
|
|
2018
Q2 | $40K | Buy |
320
+77
| +32% | +$9.63K | 0.03% | 48 |
|
|
2018
Q1 | $28K | Hold |
243
| – | – | 0.02% | 63 |
|
|
2017
Q4 | $30K | Sell |
243
-75
| -24% | -$9.26K | 0.02% | 77 |
|
|
2017
Q3 | $37K | Hold |
318
| – | – | 0.01% | 81 |
|
|
2017
Q2 | $33K | Hold |
318
| – | – | 0.01% | 99 |
|
|
2017
Q1 | $34K | Sell |
318
-17
| -5% | -$1.82K | 0.01% | 99 |
|
|
2016
Q4 | $39K | Sell |
335
-31
| -8% | -$3.61K | 0.01% | 89 |
|
|
2016
Q3 | $38K | Sell |
366
-40
| -10% | -$4.15K | 0.01% | 138 |
|
|
2016
Q2 | $43K | Sell |
406
-723
| -64% | -$76.6K | 0.02% | 161 |
|
|
2016
Q1 | $108K | Sell |
1,129
-85
| -7% | -$8.13K | 0.07% | 126 |
|
|
2015
Q4 | $109K | Buy |
+1,214
| New | +$109K | 0.12% | 116 |
|
|
2013
Q3 | $5K | Hold |
40
| – | – | 0.01% | 249 |
|
|
2013
Q2 | $5K | Buy |
+40
| New | +$5K | 0.02% | 205 |
|