FCM Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,711
| Closed | -$1.01M | – | 37 |
|
|
2017
Q2 | $1.01M | Sell |
9,711
-2,400
| -20% | -$250K | 0.77% | 21 |
|
|
2017
Q1 | $1.3M | Sell |
12,111
-2,000
| -14% | -$215K | 0.82% | 25 |
|
|
2016
Q4 | $1.66M | Hold |
14,111
| – | – | 1.01% | 20 |
|
|
2016
Q3 | $1.45M | Buy |
14,111
+4,804
| +52% | +$494K | 0.81% | 29 |
|
|
2016
Q2 | $976K | Buy |
9,307
+207
| +2% | +$21.7K | 0.58% | 36 |
|
|
2016
Q1 | $868K | Buy |
9,100
+8,100
| +810% | +$773K | 0.46% | 33 |
|
|
2015
Q4 | $90K | Sell |
1,000
-80
| -7% | -$7.2K | 0.05% | 75 |
|
|
2015
Q3 | $85K | Sell |
1,080
-200
| -16% | -$15.7K | 0.04% | 72 |
|
|
2015
Q2 | $123K | Hold |
1,280
| – | – | 0.06% | 68 |
|
|
2015
Q1 | $134K | Hold |
1,280
| – | – | 0.06% | 66 |
|
|
2014
Q4 | $144K | Hold |
1,280
| – | – | 0.07% | 63 |
|
|
2014
Q3 | $153K | Hold |
1,280
| – | – | 0.07% | 60 |
|
|
2014
Q2 | $167K | Hold |
1,280
| – | – | 0.08% | 65 |
|
|
2014
Q1 | $152K | Sell |
1,280
-200
| -14% | -$23.8K | 0.06% | 65 |
|
|
2013
Q4 | $185K | Hold |
1,480
| – | – | 0.08% | 64 |
|
|
2013
Q3 | $180K | Hold |
1,480
| – | – | 0.07% | 61 |
|
|
2013
Q2 | $175K | Buy |
+1,480
| New | +$175K | 0.08% | 63 |
|