Brand Asset Management Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$27K | – | 254 |
|
|
2020
Q2 | $27K | Hold |
300
| – | – | 0.02% | 155 |
|
|
2020
Q1 | $22K | Sell |
300
-77
| -20% | -$5.65K | 0.02% | 160 |
|
|
2019
Q4 | $45K | Hold |
377
| – | – | 0.03% | 144 |
|
|
2019
Q3 | $45K | Hold |
377
| – | – | 0.03% | 142 |
|
|
2019
Q2 | $47K | Hold |
377
| – | – | 0.03% | 139 |
|
|
2019
Q1 | $46K | Sell |
377
-155
| -29% | -$18.9K | 0.03% | 130 |
|
|
2018
Q4 | $58K | Hold |
532
| – | – | 0.05% | 97 |
|
|
2018
Q3 | $65K | Hold |
532
| – | – | 0.05% | 102 |
|
|
2018
Q2 | $67K | Buy |
+532
| New | +$67K | 0.05% | 98 |
|