Aurora Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,476
| Closed | -$241K | – | 136 |
|
|
2023
Q1 | $241K | Sell |
1,476
-147
| -9% | -$24K | 0.26% | 120 |
|
|
2022
Q4 | $291K | Sell |
1,623
-311
| -16% | -$55.8K | 0.33% | 92 |
|
|
2022
Q3 | $278K | Buy |
1,934
+536
| +38% | +$77K | 0.13% | 118 |
|
|
2022
Q2 | $202K | Sell |
1,398
-366
| -21% | -$52.9K | 0.09% | 167 |
|
|
2022
Q1 | $287K | Sell |
1,764
-48
| -3% | -$7.81K | 0.12% | 140 |
|
|
2021
Q4 | $213K | Sell |
1,812
-1,594
| -47% | -$187K | 0.09% | 183 |
|
|
2021
Q3 | $346K | Sell |
3,406
-14
| -0.4% | -$1.42K | 0.14% | 141 |
|
|
2021
Q2 | $358K | Buy |
3,420
+212
| +7% | +$22.2K | 0.14% | 131 |
|
|
2021
Q1 | $336K | Sell |
3,208
-1,280
| -29% | -$134K | 0.14% | 139 |
|
|
2020
Q4 | $379K | Sell |
4,488
-94
| -2% | -$7.94K | 0.16% | 133 |
|
|
2020
Q3 | $330K | Sell |
4,582
-333
| -7% | -$24K | 0.14% | 128 |
|
|
2020
Q2 | $439K | Sell |
4,915
-3,842
| -44% | -$343K | 0.2% | 92 |
|
|
2020
Q1 | $635K | Buy |
8,757
+4,700
| +116% | +$341K | 0.22% | 100 |
|
|
2019
Q4 | $489K | Buy |
+4,057
| New | +$489K | 0.17% | 101 |
|