BJ
Brouwer & Janachowski’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,940
| Closed | -$203K | – | 67 |
|
2021
Q2 | $203K | Hold |
1,940
| – | – | 0.04% | 60 |
|
2021
Q1 | $203K | Buy |
+1,940
| New | +$203K | 0.04% | 49 |
|
2020
Q1 | – | Sell |
-2,530
| Closed | -$305K | – | 48 |
|
2019
Q4 | $305K | Sell |
2,530
-310
| -11% | -$37.4K | 0.05% | 42 |
|
2019
Q3 | $337K | Hold |
2,840
| – | – | 0.06% | 40 |
|
2019
Q2 | $353K | Hold |
2,840
| – | – | 0.06% | 41 |
|
2019
Q1 | $350K | Buy |
2,840
+337
| +13% | +$41.5K | 0.06% | 42 |
|
2018
Q4 | $272K | Hold |
2,503
| – | – | 0.05% | 46 |
|
2018
Q3 | $306K | Hold |
2,503
| – | – | 0.05% | 46 |
|
2018
Q2 | $316K | Hold |
2,503
| – | – | 0.06% | 43 |
|
2018
Q1 | $285K | Sell |
2,503
-420
| -14% | -$47.8K | 0.06% | 46 |
|
2017
Q4 | $366K | Buy |
2,923
+420
| +17% | +$52.6K | 0.07% | 45 |
|
2017
Q3 | $294K | Hold |
2,503
| – | – | 0.06% | 45 |
|
2017
Q2 | $261K | Sell |
2,503
-199
| -7% | -$20.8K | 0.05% | 48 |
|
2017
Q1 | $290K | Buy |
2,702
+177
| +7% | +$19K | 0.06% | 42 |
|
2016
Q4 | $297K | Sell |
2,525
-1,341
| -35% | -$158K | 0.07% | 41 |
|
2016
Q3 | $398K | Buy |
3,866
+411
| +12% | +$42.3K | 0.1% | 35 |
|
2016
Q2 | $362K | Buy |
3,455
+975
| +39% | +$102K | 0.1% | 38 |
|
2016
Q1 | $237K | Buy |
+2,480
| New | +$237K | 0.08% | 47 |
|
2015
Q4 | – | Sell |
-5,015
| Closed | -$396K | – | 40 |
|
2015
Q3 | $396K | Buy |
5,015
+343
| +7% | +$27.1K | 0.19% | 37 |
|
2015
Q2 | $450K | Buy |
4,672
+557
| +14% | +$53.6K | 0.2% | 37 |
|
2015
Q1 | $432K | Sell |
4,115
-607
| -13% | -$63.7K | 0.18% | 36 |
|
2014
Q4 | $530K | Sell |
4,722
-4,021
| -46% | -$451K | 0.23% | 37 |
|
2014
Q3 | $1.04M | Buy |
8,743
+471
| +6% | +$56.2K | 0.5% | 29 |
|
2014
Q2 | $1.08M | Hold |
8,272
| – | – | 0.52% | 29 |
|
2014
Q1 | $983K | Buy |
8,272
+1,174
| +17% | +$140K | 0.48% | 30 |
|
2013
Q4 | $887K | Buy |
+7,098
| New | +$887K | 0.43% | 34 |
|