EI
Excelsia Inc’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-12,151
| Closed | -$1.28M | – | 20 |
|
|
2015
Q1 | $1.28M | Buy |
12,151
+823
| +7% | +$86.4K | 2.46% | 15 |
|
|
2014
Q4 | $1.27M | Sell |
11,328
-130
| -1% | -$14.6K | 2.97% | 14 |
|
|
2014
Q3 | $1.37M | Sell |
11,458
-592
| -5% | -$70.6K | 2.26% | 18 |
|
|
2014
Q2 | $1.57M | Sell |
12,050
-255
| -2% | -$33.3K | 2.02% | 19 |
|
|
2014
Q1 | $1.46M | Sell |
12,305
-960
| -7% | -$114K | 2.03% | 27 |
|
|
2013
Q4 | $1.66M | Sell |
13,265
-2,250
| -15% | -$281K | 2.29% | 23 |
|
|
2013
Q3 | $1.89M | Sell |
15,515
-6,285
| -29% | -$764K | 2.03% | 25 |
|
|
2013
Q2 | $2.58M | Buy |
+21,800
| New | +$2.58M | 2.52% | 20 |
|