CWA
Cypress Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.23M | Hold |
9,972
| – | – | 1.41% | 28 |
|
|
2018
Q4 | $1.09M | Buy |
9,972
+25
| +0.3% | +$2.72K | 1.49% | 24 |
|
|
2018
Q3 | $1.22M | Hold |
9,947
| – | – | 1.28% | 31 |
|
|
2018
Q2 | $1.26M | Sell |
9,947
-332
| -3% | -$42K | 1.36% | 28 |
|
|
2018
Q1 | $1.17M | Buy |
10,279
+21
| +0.2% | +$2.39K | 1.27% | 30 |
|
|
2017
Q4 | $1.28M | Sell |
10,258
-700
| -6% | -$87.6K | 1.23% | 32 |
|
|
2017
Q3 | $1.29M | Sell |
10,958
-483
| -4% | -$56.8K | 2.08% | 14 |
|
|
2017
Q2 | $1.19M | Sell |
11,441
-11,535
| -50% | -$1.2M | 1.39% | 21 |
|
|
2017
Q1 | $2.47M | Buy |
22,976
+307
| +1% | +$33K | 1.13% | 18 |
|
|
2016
Q4 | $2.67M | Buy |
22,669
+608
| +3% | +$71.6K | 1.22% | 18 |
|
|
2016
Q3 | $2.27M | Buy |
22,061
+294
| +1% | +$30.3K | 1.02% | 20 |
|
|
2016
Q2 | $2.28M | Buy |
21,767
+52
| +0.2% | +$5.45K | 1.13% | 19 |
|
|
2016
Q1 | $2.07M | Buy |
21,715
+4
| +0% | +$382 | 0.95% | 24 |
|
|
2015
Q4 | $1.95M | Buy |
21,711
+120
| +0.6% | +$10.8K | 0.99% | 24 |
|
|
2015
Q3 | $1.7M | Buy |
21,591
+3,746
| +21% | +$295K | 0.92% | 23 |
|
|
2015
Q2 | $1.72M | Buy |
+17,845
| New | +$1.72M | 1.01% | 25 |
|