Clear Perspective Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $935K | Buy |
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|
2021
Q3 | $731K | Buy |
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|
2021
Q2 | $731K | Sell |
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|
2021
Q1 | $772K | Buy |
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|
2020
Q4 | $523K | Sell |
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|
2020
Q3 | $12.4K | Sell |
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|
2020
Q2 | $849K | Sell |
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|
2020
Q1 | $931K | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.1M | Hold |
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|
2019
Q2 | $1.16M | Sell |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $934K | Buy |
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|
2018
Q3 | $892K | Sell |
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|
2018
Q2 | $926K | Sell |
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|
2018
Q1 | $835K | Sell |
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|
2017
Q4 | $936K | Sell |
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|
2017
Q3 | $888K | Sell |
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|
2017
Q2 | $8K | Buy |
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|
2017
Q1 | $816K | Sell |
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|
2016
Q4 | $1.03M | Buy |
|