Artemis Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-255
| Closed | -$43K | – | 36 |
|
|
2023
Q3 | $43K | Buy |
255
+35
| +16% | +$5.91K | 0.01% | 38 |
|
|
2023
Q2 | $34.6K | Buy |
220
+16
| +8% | +$2.52K | 0.01% | 51 |
|
|
2023
Q1 | $33.3K | Buy |
+204
| New | +$33.3K | 0.01% | 42 |
|
|
2020
Q4 | – | Sell |
-52
| Closed | -$3.73K | – | 81 |
|
|
2020
Q3 | $3.73K | Buy |
+52
| New | +$3.73K | ﹤0.01% | 75 |
|