Aevitas Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,559
| Closed | -$308K | – | 98 |
|
|
2019
Q4 | $308K | Buy |
2,559
+14
| +0.6% | +$1.69K | 0.29% | 90 |
|
|
2019
Q3 | $302K | Buy |
2,545
+17
| +0.7% | +$2.02K | 0.3% | 88 |
|
|
2019
Q2 | $315K | Sell |
2,528
-308
| -11% | -$38.4K | 0.32% | 84 |
|
|
2019
Q1 | $349K | Buy |
2,836
+118
| +4% | +$14.5K | 0.31% | 82 |
|
|
2018
Q4 | $296K | Buy |
2,718
+19
| +0.7% | +$2.07K | 0.3% | 79 |
|
|
2018
Q3 | $330K | Buy |
2,699
+513
| +23% | +$62.7K | 0.3% | 81 |
|
|
2018
Q2 | $276K | Buy |
2,186
+194
| +10% | +$24.5K | 0.27% | 85 |
|
|
2018
Q1 | $227K | Buy |
1,992
+19
| +1% | +$2.17K | 0.23% | 97 |
|
|
2017
Q4 | $247K | Buy |
+1,973
| New | +$247K | 0.23% | 93 |
|