Gary Goldberg Planning Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$615K Sell
2014
Q3
$665K Buy
2014
Q2
$659K Buy
2014
Q1
$585K Buy
2013
Q4
$448K Sell
2013
Q3
$460K Buy
2013
Q2
$445K Buy