Affinity Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $231K | Hold |
1,969
| – | – | 0.14% | 60 |
|
|
2017
Q2 | $205K | Hold |
1,969
| – | – | 0.13% | 67 |
|
|
2017
Q1 | $211K | Sell |
1,969
-30
| -2% | -$3.22K | 0.12% | 64 |
|
|
2016
Q4 | $235K | Hold |
1,999
| – | – | 0.13% | 54 |
|
|
2016
Q3 | $206K | Hold |
1,999
| – | – | 0.13% | 59 |
|
|
2016
Q2 | $209K | Buy |
+1,999
| New | +$209K | 0.14% | 52 |
|
|
2015
Q2 | – | Sell |
-1,999
| Closed | -$209K | – | 49 |
|
|
2015
Q1 | $209K | Hold |
1,999
| – | – | 0.12% | 39 |
|
|
2014
Q4 | $224K | Buy |
+1,999
| New | +$224K | 0.18% | 30 |
|
|
2014
Q2 | $201K | Buy |
+1,537
| New | +$201K | 0.19% | 31 |
|
|
2013
Q3 | $257K | Sell |
2,115
-21
| -1% | -$2.55K | 0.11% | 46 |
|
|
2013
Q2 | $253K | Buy |
+2,136
| New | +$253K | 0.12% | 36 |
|