GA
Greenspring Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,691
| Closed | -$439K | – | 85 |
|
|
2023
Q1 | $439K | Sell |
2,691
-2,235
| -45% | -$365K | 0.1% | 73 |
|
|
2022
Q4 | $884K | Hold |
4,926
| – | – | 0.23% | 47 |
|
|
2022
Q3 | $708K | Buy |
4,926
+269
| +6% | +$38.7K | 0.22% | 51 |
|
|
2022
Q2 | $675K | Hold |
4,657
| – | – | 0.2% | 50 |
|
|
2022
Q1 | $758K | Hold |
4,657
| – | – | 0.2% | 41 |
|
|
2021
Q4 | $547K | Buy |
+4,657
| New | +$547K | 0.14% | 54 |
|