FTIS
First Trust Investment Solutions’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $741K | Sell |
5,029
-19,108
| -79% | -$2.81M | 0.08% | 162 |
|
|
2024
Q2 | $3.78M | Buy |
24,137
+16,677
| +224% | +$2.61M | 0.53% | 57 |
|
|
2024
Q1 | $1.18M | Sell |
7,460
-1,647
| -18% | -$260K | 0.21% | 88 |
|
|
2023
Q4 | $1.36M | Buy |
+9,107
| New | +$1.36M | 0.28% | 81 |
|