Concert Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.07M | Sell |
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|
2017
Q1 | $4.15M | Sell |
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|
2016
Q4 | $5.95M | Sell |
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|
2016
Q3 | $10.3M | Sell |
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|
2016
Q2 | $11.4M | Buy |
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|
2016
Q1 | $9.17M | Buy |
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|
2015
Q4 | $8.12M | Sell |
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|
2015
Q3 | $7.24M | Buy |
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|
2015
Q2 | $7.55M | Buy |
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|
2015
Q1 | $3.46M | Buy |
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|
2014
Q4 | $8.13M | Buy |
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|
2014
Q3 | $6.25M | Sell |
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|
2014
Q2 | $6.75M | Sell |
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|
2014
Q1 | $6.33M | Sell |
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|
2013
Q4 | $6.7M | Buy |
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|
2013
Q3 | $6.44M | Sell |
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|
2013
Q2 | $6.99M | Buy |
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