Arbor 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 |
-2,032
| Closed | -$245K | – | 40 |
|
|
2019
Q4 | $245K | Buy |
+2,032
| New | +$245K | 0.1% | 55 |
|
|
2019
Q3 | – | Sell |
-1,382
| Closed | -$172K | – | 81 |
|
|
2019
Q2 | $172K | Sell |
1,382
-259
| -16% | -$32.2K | 0.09% | 54 |
|
|
2019
Q1 | $202K | Buy |
1,641
+38
| +2% | +$4.68K | 0.12% | 53 |
|
|
2018
Q4 | $174K | Buy |
+1,603
| New | +$174K | 0.15% | 47 |
|
|
2017
Q1 | – | Sell |
-2,939
| Closed | -$333 | – | 66 |
|
|
2016
Q4 | $333 | Sell |
2,939
-123
| -4% | -$14 | 0.26% | 59 |
|
|
2016
Q3 | $309K | Hold |
3,062
| – | – | 0.26% | 64 |
|
|
2016
Q2 | $303K | Sell |
3,062
-420
| -12% | -$41.6K | 0.29% | 60 |
|
|
2016
Q1 | $351K | Sell |
3,482
-50
| -1% | -$5.04K | 0.36% | 56 |
|
|
2015
Q4 | $295K | Buy |
+3,532
| New | +$295K | 0.32% | 67 |
|