Founders Bank & Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $737K | Buy |
6,575
+107
| +2% | +$12K | 0.39% | 42 |
|
2014
Q3 | $772K | Buy |
6,468
+283
| +5% | +$33.8K | 0.43% | 38 |
|
2014
Q2 | $807K | Sell |
6,185
-43
| -0.7% | -$5.61K | 0.45% | 41 |
|
2014
Q1 | $741K | Buy |
6,228
+711
| +13% | +$84.6K | 0.43% | 42 |
|
2013
Q4 | $604K | Buy |
5,517
+709
| +15% | +$77.6K | 0.35% | 46 |
|
2013
Q3 | $584K | Buy |
4,808
+305
| +7% | +$37K | 0.3% | 44 |
|
2013
Q2 | $533K | Buy |
+4,503
| New | +$533K | 0.29% | 47 |
|