Gupta Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $433K | Buy |
4,543
+1,389
| +44% | +$132K | 0.1% | 151 |
|
|
2015
Q4 | $284K | Sell |
3,154
-573
| -15% | -$51.6K | 0.07% | 197 |
|
|
2015
Q3 | $294K | Buy |
3,727
+1,236
| +50% | +$97.5K | 0.07% | 188 |
|
|
2015
Q2 | $240K | Buy |
2,491
+801
| +47% | +$77.2K | 0.06% | 229 |
|
|
2015
Q1 | $177K | Buy |
+1,690
| New | +$177K | 0.05% | 236 |
|