Avondale Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 124 |
|
|
2023
Q4 | – | Sell |
-220
| Closed | -$37.1K | – | 121 |
|
|
2023
Q3 | $37.1K | Hold |
220
| – | – | 0.03% | 88 |
|
|
2023
Q2 | $34.6K | Hold |
220
| – | – | 0.03% | 91 |
|
|
2023
Q1 | $35.9K | Sell |
220
-500
| -69% | -$81.6K | 0.03% | 91 |
|
|
2022
Q4 | $129K | Buy |
720
+500
| +227% | +$89.7K | 0.11% | 44 |
|
|
2022
Q3 | $32K | Hold |
220
| – | – | 0.03% | 82 |
|
|
2022
Q2 | $32K | Hold |
220
| – | – | 0.04% | 74 |
|
|
2022
Q1 | $36K | Hold |
220
| – | – | 0.04% | 71 |
|
|
2021
Q4 | $26K | Buy |
+220
| New | +$26K | 0.03% | 84 |
|