Alterna Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,551
Closed -$253K 97
2022
Q1
$253K Buy
+1,551
New +$253K 0.21% 86
2020
Q4
$200K Buy
+2,370
New +$200K 0.25% 76
2019
Q1
Sell
-17,021
Closed -$1.78M 161
2018
Q4
$1.78M Buy
+17,021
New +$1.78M 0.29% 57