Freedman Financial Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-727
| Closed | -$119K | – | 93 |
|
|
2022
Q1 | $119K | Hold |
727
| – | – | 0.08% | 110 |
|
|
2021
Q4 | $85K | Sell |
727
-7
| -1% | -$818 | 0.06% | 134 |
|
|
2021
Q3 | $74K | Sell |
734
-301
| -29% | -$30.3K | 0.05% | 148 |
|
|
2021
Q2 | $108K | Buy |
1,035
+124
| +14% | +$12.9K | 0.08% | 105 |
|
|
2021
Q1 | $95K | Hold |
911
| – | – | 0.08% | 109 |
|
|
2020
Q4 | $77K | Buy |
+911
| New | +$77K | 0.07% | 122 |
|