Dynasty Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,594
| Closed | -$1.54M | – | 23 |
|
|
2018
Q3 | $1.54M | Buy |
12,594
+2,999
| +31% | +$367K | 1.98% | 12 |
|
|
2018
Q2 | $1.21M | Buy |
9,595
+10
| +0.1% | +$1.26K | 2.51% | 10 |
|
|
2018
Q1 | $1.09M | Sell |
9,585
-1,093
| -10% | -$125K | 0.46% | 11 |
|
|
2017
Q4 | $1.34M | Buy |
+10,678
| New | +$1.34M | 2.31% | 9 |
|