Hoover Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $148K | Buy |
1,410
+430
| +44% | +$45.1K | 0.03% | 168 |
|
|
2021
Q1 | $105K | Sell |
980
-100
| -9% | -$10.7K | 0.02% | 188 |
|
|
2020
Q4 | $103K | Buy |
+1,080
| New | +$103K | 0.03% | 171 |
|
|
2020
Q3 | – | Sell |
-1,376
| Closed | -$123K | – | 258 |
|
|
2020
Q2 | $123K | Buy |
+1,376
| New | +$123K | 0.05% | 122 |
|