CPA
Clear Perspective Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $935K | Buy |
7,966
+760
| +11% | +$89.2K | 0.28% | 62 |
|
|
2021
Q3 | $731K | Buy |
7,206
+225
| +3% | +$22.8K | 0.25% | 69 |
|
|
2021
Q2 | $731K | Sell |
6,981
-385
| -5% | -$40.3K | 0.25% | 70 |
|
|
2021
Q1 | $772K | Buy |
7,366
+1,171
| +19% | +$123K | 0.3% | 67 |
|
|
2020
Q4 | $523K | Sell |
6,195
-2,293
| -27% | -$194K | 0.21% | 81 |
|
|
2020
Q3 | $12.4K | Sell |
8,488
-1,024
| -11% | -$1.5K | 5.82% | 4 |
|
|
2020
Q2 | $849K | Sell |
9,512
-3,331
| -26% | -$297K | 0.46% | 40 |
|
|
2020
Q1 | $931K | Buy |
12,843
+3,444
| +37% | +$250K | 0.62% | 30 |
|
|
2019
Q4 | $1.13M | Buy |
9,399
+110
| +1% | +$13.3K | 0.7% | 36 |
|
|
2019
Q3 | $1.1M | Hold |
9,289
| – | – | 0.5% | 46 |
|
|
2019
Q2 | $1.16M | Sell |
9,289
-96
| -1% | -$11.9K | 0.74% | 30 |
|
|
2019
Q1 | $1.14M | Buy |
9,385
+800
| +9% | +$97K | 0.81% | 29 |
|
|
2018
Q4 | $934K | Buy |
8,585
+1,293
| +18% | +$141K | 0.78% | 34 |
|
|
2018
Q3 | $892K | Sell |
7,292
-29
| -0.4% | -$3.55K | 0.66% | 43 |
|
|
2018
Q2 | $926K | Sell |
7,321
-3
| -0% | -$379 | 0.65% | 34 |
|
|
2018
Q1 | $835K | Sell |
7,324
-150
| -2% | -$17.1K | 0.62% | 34 |
|
|
2017
Q4 | $936K | Sell |
7,474
-82
| -1% | -$10.3K | 0.72% | 32 |
|
|
2017
Q3 | $888K | Sell |
7,556
-820
| -10% | -$96.4K | 0.73% | 35 |
|
|
2017
Q2 | $8K | Buy |
8,376
+775
| +10% | +$740 | 0.01% | 355 |
|
|
2017
Q1 | $816K | Sell |
7,601
-1,150
| -13% | -$123K | 0.54% | 47 |
|
|
2016
Q4 | $1.03M | Buy |
+8,751
| New | +$1.03M | 0.68% | 31 |
|