DSC Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,061
| Closed | -$248K | – | 40 |
|
|
2019
Q4 | $248K | Buy |
2,061
+138
| +7% | +$16.6K | 0.12% | 61 |
|
|
2019
Q3 | $228K | Buy |
1,923
+246
| +15% | +$29.2K | 0.05% | 66 |
|
|
2019
Q2 | $209K | Sell |
1,677
-258
| -13% | -$32.2K | 0.04% | 67 |
|
|
2019
Q1 | $238K | Sell |
1,935
-139
| -7% | -$17.1K | 0.04% | 56 |
|
|
2018
Q4 | $226K | Sell |
2,074
-84
| -4% | -$9.15K | 0.03% | 58 |
|
|
2018
Q3 | $264K | Buy |
+2,158
| New | +$264K | 0.04% | 54 |
|