Halpern Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.06K | Hold |
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|
2024
Q2 | $9.38K | Sell |
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|
2024
Q1 | $21K | Hold |
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|
2023
Q4 | $20K | Sell |
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|
2023
Q3 | $23.6K | Hold |
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|
2023
Q2 | $22K | Sell |
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|
2023
Q1 | $26.1K | Hold |
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|
2022
Q4 | $28.7K | Sell |
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|
2022
Q3 | $28.3K | Buy |
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|
2022
Q2 | $22.7K | Buy |
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|
2022
Q1 | $16.3K | Hold |
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|
2021
Q4 | $11.7K | Hold |
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|
2021
Q3 | $10.1K | Hold |
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|
2021
Q2 | $10.5K | Hold |
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|
2021
Q1 | $10.5K | Buy |
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