Clear Perspectives Financial Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $74.6K | Hold |
457
| – | – | 0.04% | 58 |
|
|
2022
Q4 | $82K | Sell |
457
-12
| -3% | -$2.15K | 0.04% | 62 |
|
|
2022
Q3 | $67K | Sell |
469
-473
| -50% | -$67.6K | 0.03% | 74 |
|
|
2022
Q2 | $136K | Hold |
942
| – | – | 0.05% | 60 |
|
|
2022
Q1 | $153K | Hold |
942
| – | – | 0.06% | 59 |
|
|
2021
Q4 | $111K | Hold |
942
| – | – | 0.04% | 76 |
|
|
2021
Q3 | $96K | Hold |
942
| – | – | 0.04% | 78 |
|
|
2021
Q2 | $99K | Buy |
+942
| New | +$99K | 0.05% | 74 |
|