BAM
Bruderman Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $220K | Buy |
1,519
+248
| +20% | +$35.9K | 0.39% | 58 |
|
|
2022
Q1 | $207K | Sell |
1,271
-592
| -32% | -$96.4K | 0.31% | 70 |
|
|
2021
Q4 | $219K | Buy |
+1,863
| New | +$219K | 0.17% | 95 |
|
|
2019
Q4 | – | Sell |
-3,923
| Closed | -$474K | – | 99 |
|
|
2019
Q3 | $474K | Sell |
3,923
-906
| -19% | -$109K | 0.12% | 89 |
|
|
2019
Q2 | $601K | Sell |
4,829
-1,361
| -22% | -$169K | 0.14% | 77 |
|
|
2019
Q1 | $762K | Sell |
6,190
-643
| -9% | -$79.2K | 0.17% | 80 |
|
|
2018
Q4 | $743K | Buy |
6,833
+1,395
| +26% | +$152K | 0.19% | 73 |
|
|
2018
Q3 | $665K | Sell |
5,438
-910
| -14% | -$111K | 0.15% | 82 |
|
|
2018
Q2 | $803K | Buy |
6,348
+163
| +3% | +$20.6K | 0.2% | 80 |
|
|
2018
Q1 | $705K | Sell |
6,185
-34
| -0.5% | -$3.88K | 0.17% | 84 |
|
|
2017
Q4 | $779K | Sell |
6,219
-737
| -11% | -$92.3K | 0.2% | 78 |
|
|
2017
Q3 | $817K | Sell |
6,956
-29
| -0.4% | -$3.41K | 0.21% | 77 |
|
|
2017
Q2 | $729K | Sell |
6,985
-531
| -7% | -$55.4K | 0.19% | 77 |
|
|
2017
Q1 | $807K | Sell |
7,516
-99
| -1% | -$10.6K | 0.23% | 69 |
|
|
2016
Q4 | $896K | Sell |
7,615
-98
| -1% | -$11.5K | 0.27% | 68 |
|
|
2016
Q3 | $794K | Buy |
7,713
+6
| +0.1% | +$618 | 0.24% | 73 |
|
|
2016
Q2 | $808K | Buy |
7,707
+426
| +6% | +$44.7K | 0.25% | 71 |
|
|
2016
Q1 | $695K | Buy |
7,281
+131
| +2% | +$12.5K | 0.24% | 72 |
|
|
2015
Q4 | $643K | Buy |
7,150
+146
| +2% | +$13.1K | 0.24% | 65 |
|
|
2015
Q3 | $552K | Sell |
7,004
-429
| -6% | -$33.8K | 0.22% | 66 |
|
|
2015
Q2 | $717K | Sell |
7,433
-921
| -11% | -$88.8K | 0.27% | 63 |
|
|
2015
Q1 | $877K | Buy |
+8,354
| New | +$877K | 0.34% | 57 |
|