GWA
Guidant Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $31K | Buy |
260
+1
| +0.4% | +$119 | 0.01% | 192 |
|
|
2019
Q2 | $32K | Buy |
259
+101
| +64% | +$12.5K | 0.01% | 196 |
|
|
2019
Q1 | $19K | Buy |
158
+104
| +193% | +$12.5K | 0.01% | 225 |
|
|
2018
Q4 | $5K | Buy |
54
+1
| +2% | +$93 | ﹤0.01% | 215 |
|
|
2018
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 163 |
|
|
2018
Q2 | $6K | Buy |
53
+1
| +2% | +$113 | ﹤0.01% | 166 |
|
|
2018
Q1 | $5K | Hold |
52
| – | – | ﹤0.01% | 166 |
|
|
2017
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 164 |
|
|
2017
Q3 | $6K | Sell |
52
-151
| -74% | -$17.4K | ﹤0.01% | 172 |
|
|
2017
Q2 | $20K | Hold |
203
| – | – | 0.01% | 155 |
|
|
2017
Q1 | $22K | Buy |
+203
| New | +$22K | 0.01% | 131 |
|
|
2016
Q4 | – | Sell |
-450
| Closed | -$46K | – | 204 |
|
|
2016
Q3 | $46K | Buy |
+450
| New | +$46K | 0.03% | 97 |
|