Bridgewater Wealth & Financial Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $682K | Buy |
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|
2017
Q1 | $647K | Sell |
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|
2016
Q4 | $730K | Buy |
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|
2016
Q3 | $607K | Sell |
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|
2016
Q2 | $715K | Sell |
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|
2016
Q1 | $673K | Buy |
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|
2015
Q4 | $588K | Hold |
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|
2015
Q3 | $515K | Buy |
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|
2015
Q2 | $625K | Sell |
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|
2015
Q1 | $809K | Sell |
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|
2014
Q4 | $915K | Buy |
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