ERTS Wealth 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 |
-1,720
| Closed | -$207K | – | 80 |
|
|
2019
Q4 | $207K | Hold |
1,720
| – | – | 0.09% | 80 |
|
|
2019
Q3 | $204K | Sell |
1,720
-50
| -3% | -$5.93K | 0.1% | 78 |
|
|
2019
Q2 | $220K | Hold |
1,770
| – | – | 0.12% | 76 |
|
|
2019
Q1 | $218K | Buy |
1,770
+415
| +31% | +$51.1K | 0.13% | 77 |
|
|
2018
Q4 | $147K | Buy |
+1,355
| New | +$147K | 0.11% | 90 |
|