Filbrandt Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $23K | Buy |
231
+21
| +10% | +$2.09K | 0.01% | 110 |
|
|
2021
Q2 | $22K | Hold |
210
| – | – | 0.01% | 115 |
|
|
2021
Q1 | $22K | Hold |
210
| – | – | 0.01% | 110 |
|
|
2020
Q4 | $18K | Hold |
210
| – | – | 0.01% | 118 |
|
|
2020
Q3 | $15K | Sell |
210
-226
| -52% | -$16.1K | 0.01% | 118 |
|
|
2020
Q2 | $39K | Buy |
436
+226
| +108% | +$20.2K | 0.03% | 140 |
|
|
2020
Q1 | $15K | Hold |
210
| – | – | 0.02% | 110 |
|
|
2019
Q4 | $25K | Buy |
+210
| New | +$25K | 0.02% | 111 |
|