Gary Goldberg Planning Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $615K | Sell |
5,478
-94
| -2% | -$10.6K | 0.26% | 57 |
|
|
2014
Q3 | $665K | Buy |
5,572
+524
| +10% | +$62.5K | 0.28% | 58 |
|
|
2014
Q2 | $659K | Buy |
5,048
+132
| +3% | +$17.2K | 0.29% | 56 |
|
|
2014
Q1 | $585K | Buy |
4,916
+1,327
| +37% | +$158K | 0.29% | 55 |
|
|
2013
Q4 | $448K | Sell |
3,589
-197
| -5% | -$24.6K | 0.26% | 56 |
|
|
2013
Q3 | $460K | Buy |
3,786
+28
| +0.7% | +$3.4K | 0.28% | 58 |
|
|
2013
Q2 | $445K | Buy |
+3,758
| New | +$445K | 0.28% | 54 |
|