HGWM
Harvest Group Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $10.3K | Hold |
63
| – | – | 0.01% | 82 |
|
|
2022
Q4 | $11.3K | Hold |
63
| – | – | 0.01% | 80 |
|
|
2022
Q3 | $11K | Hold |
63
| – | – | 0.01% | 80 |
|
|
2022
Q2 | $9K | Sell |
63
-35
| -36% | -$5K | 0.01% | 91 |
|
|
2022
Q1 | $16K | Hold |
98
| – | – | 0.01% | 67 |
|
|
2021
Q4 | $12K | Sell |
98
-22
| -18% | -$2.69K | 0.01% | 54 |
|
|
2021
Q3 | $12K | Hold |
120
| – | – | 0.01% | 53 |
|
|
2021
Q2 | $13K | Buy |
+120
| New | +$13K | 0.01% | 55 |
|
|
2021
Q1 | – | Sell |
-1,499
| Closed | -$127K | – | 189 |
|
|
2020
Q4 | $127K | Buy |
1,499
+168
| +13% | +$14.2K | 0.08% | 57 |
|
|
2020
Q3 | $96K | Buy |
1,331
+5
| +0.4% | +$361 | 0.07% | 59 |
|
|
2020
Q2 | $118K | Buy |
1,326
+3
| +0.2% | +$267 | 0.1% | 49 |
|
|
2020
Q1 | $95K | Sell |
1,323
-15
| -1% | -$1.08K | 0.1% | 54 |
|
|
2019
Q4 | $161K | Buy |
1,338
+2
| +0.1% | +$241 | 0.14% | 41 |
|
|
2019
Q3 | $158K | Buy |
1,336
+4
| +0.3% | +$473 | 0.19% | 31 |
|
|
2019
Q2 | $165K | Buy |
1,332
+3
| +0.2% | +$372 | 0.21% | 28 |
|
|
2019
Q1 | $164K | Buy |
+1,329
| New | +$164K | 0.15% | 43 |
|