HP
HT Partners’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-2,400
| Closed | -$269K | – | 41 |
|
2014
Q4 | $269K | Hold |
2,400
| – | – | 0.17% | 32 |
|
2014
Q3 | $283K | Sell |
2,400
-74
| -3% | -$8.73K | 0.14% | 28 |
|
2014
Q2 | $322K | Sell |
2,474
-317
| -11% | -$41.3K | 0.17% | 27 |
|
2014
Q1 | $332K | Sell |
2,791
-12,906
| -82% | -$1.54M | 0.22% | 23 |
|
2013
Q4 | $1.96M | Sell |
15,697
-1,150
| -7% | -$144K | 1.25% | 17 |
|
2013
Q3 | $2.05M | Sell |
16,847
-11,629
| -41% | -$1.41M | 1.32% | 16 |
|
2013
Q2 | $3.37M | Buy |
+28,476
| New | +$3.37M | 2.87% | 13 |
|