Asset Planning Services (Pennsylvania)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-250
| Closed | -$30K | – | 105 |
|
|
2019
Q3 | $30K | Hold |
250
| – | – | 0.01% | 153 |
|
|
2019
Q2 | $31K | Hold |
250
| – | – | 0.01% | 148 |
|
|
2019
Q1 | $31K | Buy |
250
+2
| +0.8% | +$248 | 0.01% | 153 |
|
|
2018
Q4 | $27K | Buy |
248
+3
| +1% | +$327 | 0.01% | 156 |
|
|
2018
Q3 | $30K | Buy |
245
+2
| +0.8% | +$245 | 0.01% | 152 |
|
|
2018
Q2 | $31K | Buy |
243
+2
| +0.8% | +$255 | 0.02% | 150 |
|
|
2018
Q1 | $27K | Buy |
241
+3
| +1% | +$336 | 0.01% | 156 |
|
|
2017
Q4 | $30K | Buy |
238
+2
| +0.8% | +$252 | 0.02% | 155 |
|
|
2017
Q3 | $28K | Buy |
236
+2
| +0.9% | +$237 | 0.02% | 175 |
|
|
2017
Q2 | $24K | Buy |
234
+2
| +0.9% | +$205 | 0.02% | 176 |
|
|
2017
Q1 | $25K | Buy |
232
+3
| +1% | +$323 | 0.02% | 178 |
|
|
2016
Q4 | $27K | Buy |
229
+2
| +0.9% | +$236 | 0.02% | 156 |
|
|
2016
Q3 | $23K | Sell |
227
-1,098
| -83% | -$111K | 0.02% | 156 |
|
|
2016
Q2 | $139K | Buy |
1,325
+2
| +0.2% | +$210 | 0.12% | 80 |
|
|
2016
Q1 | $126K | Buy |
1,323
+1,103
| +501% | +$105K | 0.11% | 88 |
|
|
2015
Q4 | $20K | Buy |
220
+3
| +1% | +$273 | 0.02% | 134 |
|
|
2015
Q3 | $17K | Sell |
217
-93
| -30% | -$7.29K | 0.02% | 132 |
|
|
2015
Q2 | $30K | Buy |
+310
| New | +$30K | 0.03% | 133 |
|