Fieldpoint Private Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-13,615
| Closed | -$1.78M | – | 69 |
|
|
2014
Q2 | $1.78M | Hold |
13,615
| – | – | 1.07% | 41 |
|
|
2014
Q1 | $1.62M | Sell |
13,615
-25
| -0.2% | -$2.97K | 0.96% | 44 |
|
|
2013
Q4 | $1.7M | Hold |
13,640
| – | – | 0.98% | 49 |
|
|
2013
Q3 | $1.66M | Sell |
13,640
-2,200
| -14% | -$267K | 1.01% | 46 |
|
|
2013
Q2 | $1.88M | Buy |
+15,840
| New | +$1.88M | 1.15% | 39 |
|