Hefty Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $43K | Hold |
377
| – | – | 0.03% | 149 |
|
|
2017
Q4 | $47K | Sell |
377
-29
| -7% | -$3.62K | 0.03% | 146 |
|
|
2017
Q3 | $48K | Hold |
406
| – | – | 0.03% | 138 |
|
|
2017
Q2 | $42K | Buy |
406
+66
| +19% | +$6.83K | 0.03% | 132 |
|
|
2017
Q1 | $36K | Hold |
340
| – | – | 0.03% | 137 |
|
|
2016
Q4 | $40K | Hold |
340
| – | – | 0.03% | 127 |
|
|
2016
Q3 | $34K | Buy |
340
+311
| +1,072% | +$31.1K | 0.03% | 142 |
|
|
2016
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 184 |
|
|
2016
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 203 |
|
|
2015
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 190 |
|