DWA
Divergent Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,412
| Closed | -$678K | – | 22 |
|
|
2020
Q3 | $678K | Sell |
9,412
-240
| -2% | -$17.3K | 0.18% | 19 |
|
|
2020
Q2 | $861K | Buy |
9,652
+100
| +1% | +$8.92K | 0.25% | 20 |
|
|
2020
Q1 | $692K | Buy |
+9,552
| New | +$692K | 0.25% | 20 |
|
|
2019
Q4 | – | Sell |
-11,552
| Closed | -$1.37M | – | 42 |
|
|
2019
Q3 | $1.37M | Hold |
11,552
| – | – | 0.42% | 22 |
|
|
2019
Q2 | $1.44M | Hold |
11,552
| – | – | 0.46% | 21 |
|
|
2019
Q1 | $1.42M | Sell |
11,552
-11
| -0.1% | -$1.36K | 0.47% | 21 |
|
|
2018
Q4 | $1.26M | Buy |
11,563
+11
| +0.1% | +$1.2K | 0.47% | 22 |
|
|
2018
Q3 | $1.45M | Hold |
11,552
| – | – | 0.5% | 19 |
|
|
2018
Q2 | $1.46M | Sell |
11,552
-16
| -0.1% | -$2.02K | 0.53% | 19 |
|
|
2018
Q1 | $1.32M | Buy |
+11,568
| New | +$1.32M | 0.49% | 19 |
|