BPWA
Beacon Pointe Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.92M | Sell |
15,939
-455
| -3% | -$54.9K | 0.35% | 60 |
|
|
2019
Q3 | $1.95M | Sell |
16,394
-2,675
| -14% | -$318K | 0.41% | 50 |
|
|
2019
Q2 | $2.37M | Sell |
19,069
-502
| -3% | -$62.4K | 0.5% | 42 |
|
|
2019
Q1 | $2.41M | Sell |
19,571
-265
| -1% | -$32.6K | 0.55% | 40 |
|
|
2018
Q4 | $2.16M | Buy |
+19,836
| New | +$2.16M | 0.78% | 31 |
|