BJ
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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