Beacon Capital Management Inc (Ohio)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-25
| Closed | -$3K | – | 115 |
|
|
2016
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 124 |
|
|
2016
Q1 | $2K | Sell |
25
-30
| -55% | -$2.4K | ﹤0.01% | 159 |
|
|
2015
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 163 |
|
|
2015
Q3 | $4K | Sell |
55
-502
| -90% | -$36.5K | ﹤0.01% | 178 |
|
|
2015
Q2 | $54K | Buy |
557
+167
| +43% | +$16.2K | ﹤0.01% | 79 |
|
|
2015
Q1 | $41K | Buy |
390
+30
| +8% | +$3.15K | ﹤0.01% | 86 |
|
|
2014
Q4 | $40K | Hold |
360
| – | – | ﹤0.01% | 87 |
|
|
2014
Q3 | $43K | Hold |
360
| – | – | 0.01% | 94 |
|
|
2014
Q2 | $47K | Buy |
360
+331
| +1,141% | +$43.2K | 0.01% | 96 |
|
|
2014
Q1 | $3K | Buy |
29
+4
| +16% | +$414 | ﹤0.01% | 196 |
|
|
2013
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 190 |
|