DWMG
DB Wealth Management Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.67K | Hold |
38
| – | – | ﹤0.01% | 305 |
|
|
2023
Q3 | $6.41K | Hold |
38
| – | – | ﹤0.01% | 298 |
|
|
2023
Q2 | $5.98K | Hold |
38
| – | – | ﹤0.01% | 304 |
|
|
2023
Q1 | $6.2K | Hold |
38
| – | – | ﹤0.01% | 299 |
|
|
2022
Q4 | $6.82K | Buy |
+38
| New | +$6.82K | ﹤0.01% | 291 |
|
|
2022
Q1 | – | Sell |
-38
| Closed | -$4K | – | 326 |
|
|
2021
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 311 |
|
|
2021
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 297 |
|
|
2021
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 302 |
|
|
2021
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 312 |
|
|
2020
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 319 |
|