EisnerAmper Wealth Management Corporate Benefits’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-7,670
Closed -$605K 44
2015
Q3
$605K Buy
7,670
+1,468
+24% +$116K 0.43% 58
2015
Q2
$598K Buy
6,202
+501
+9% +$48.3K 0.46% 45
2015
Q1
$598K Buy
5,701
+400
+8% +$42K 0.45% 53
2014
Q4
$594K Buy
+5,301
New +$594K 0.47% 49