EPA
Element Pointe Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,339
| Closed | -$402K | – | 84 |
|
|
2019
Q4 | $402K | Hold |
3,339
| – | – | 0.21% | 56 |
|
|
2019
Q3 | $396K | Buy |
3,339
+475
| +17% | +$56.3K | 0.23% | 53 |
|
|
2019
Q2 | $356K | Buy |
2,864
+190
| +7% | +$23.6K | 0.2% | 59 |
|
|
2019
Q1 | $329K | Buy |
2,674
+194
| +8% | +$23.9K | 0.2% | 55 |
|
|
2018
Q4 | $270K | Buy |
+2,480
| New | +$270K | 0.17% | 63 |
|