BSWA
Bromfield Sneider Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $37.1K | Hold |
235
| – | – | 0.02% | 84 |
|
|
2023
Q4 | $35.1K | Hold |
235
| – | – | 0.02% | 82 |
|
|
2023
Q3 | $39.6K | Sell |
235
-155
| -40% | -$26.1K | 0.03% | 72 |
|
|
2023
Q2 | $61.4K | Hold |
390
| – | – | 0.05% | 61 |
|
|
2023
Q1 | $63.6K | Hold |
390
| – | – | 0.05% | 58 |
|
|
2022
Q4 | $70K | Hold |
390
| – | – | 0.06% | 53 |
|
|
2022
Q3 | $56K | Hold |
390
| – | – | 0.07% | 53 |
|
|
2022
Q2 | $56K | Sell |
390
-400
| -51% | -$57.4K | 0.07% | 55 |
|
|
2022
Q1 | $129K | Buy |
+790
| New | +$129K | 0.14% | 41 |
|