FWM
Foresight Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,602
| Closed | -$1.95M | – | 30 |
|
|
2022
Q3 | $1.95M | Buy |
13,602
+264
| +2% | +$37.9K | 0.45% | 17 |
|
|
2022
Q2 | $1.93M | Sell |
13,338
-338
| -2% | -$48.9K | 0.4% | 20 |
|
|
2022
Q1 | $2.23M | Sell |
13,676
-1,800
| -12% | -$293K | 0.41% | 21 |
|
|
2021
Q4 | $1.82M | Sell |
15,476
-511
| -3% | -$60K | 0.02% | 25 |
|
|
2021
Q3 | $1.62M | Sell |
15,987
-2,084
| -12% | -$211K | 0.33% | 25 |
|
|
2021
Q2 | $1.89M | Buy |
18,071
+1,444
| +9% | +$151K | 0.42% | 25 |
|
|
2021
Q1 | $1.74M | Buy |
16,627
+9,200
| +124% | +$964K | 0.44% | 27 |
|
|
2020
Q4 | $627K | Buy |
7,427
+2,894
| +64% | +$244K | 0.17% | 52 |
|
|
2020
Q3 | $326K | Buy |
4,533
+1,762
| +64% | +$127K | 0.11% | 66 |
|
|
2020
Q2 | $247K | Sell |
2,771
-835
| -23% | -$74.4K | 0.11% | 76 |
|
|
2020
Q1 | $261K | Sell |
3,606
-1,766
| -33% | -$128K | 0.18% | 69 |
|
|
2019
Q4 | $647K | Sell |
5,372
-87
| -2% | -$10.5K | 0.4% | 46 |
|
|
2019
Q3 | $647K | Buy |
5,459
+11
| +0.2% | +$1.3K | 0.47% | 44 |
|
|
2019
Q2 | $678K | Buy |
5,448
+1
| +0% | +$124 | 0.51% | 44 |
|
|
2019
Q1 | $671K | Buy |
5,447
+3,184
| +141% | +$392K | 0.58% | 44 |
|
|
2018
Q4 | $246K | Buy |
+2,263
| New | +$246K | 0.26% | 69 |
|