FFW
Fusion Family Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-550
| Closed | -$58K | – | 48 |
|
|
2021
Q1 | $58K | Hold |
550
| – | – | 0.01% | 50 |
|
|
2020
Q4 | $46K | Hold |
550
| – | – | 0.01% | 52 |
|
|
2020
Q3 | $40K | Hold |
550
| – | – | 0.01% | 54 |
|
|
2020
Q2 | $49K | Hold |
550
| – | – | 0.01% | 50 |
|
|
2020
Q1 | $40K | Hold |
550
| – | – | 0.01% | 58 |
|
|
2019
Q4 | $66K | Hold |
550
| – | – | 0.02% | 56 |
|
|
2019
Q3 | $65K | Sell |
550
-386
| -41% | -$45.6K | 0.02% | 56 |
|
|
2019
Q2 | $116K | Buy |
936
+295
| +46% | +$36.6K | 0.03% | 55 |
|
|
2019
Q1 | $79K | Sell |
641
-284
| -31% | -$35K | 0.02% | 56 |
|
|
2018
Q4 | $101K | Buy |
925
+1
| +0.1% | +$109 | 0.03% | 88 |
|
|
2018
Q3 | $113K | Buy |
924
+2
| +0.2% | +$245 | 0.03% | 81 |
|
|
2018
Q2 | $117K | Hold |
922
| – | – | 0.03% | 87 |
|
|
2018
Q1 | $105K | Sell |
922
-351
| -28% | -$40K | 0.04% | 78 |
|
|
2017
Q4 | $159K | Buy |
1,273
+838
| +193% | +$105K | 0.04% | 79 |
|
|
2017
Q3 | $51K | Sell |
435
-657
| -60% | -$77K | 0.02% | 86 |
|
|
2017
Q2 | $114K | Sell |
1,092
-17
| -2% | -$1.78K | 0.04% | 93 |
|
|
2017
Q1 | $119K | Sell |
1,109
-268
| -19% | -$28.8K | 0.04% | 89 |
|
|
2016
Q4 | $160K | Buy |
+1,377
| New | +$160K | 0.09% | 76 |
|