Imprint Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.77M | Buy |
23,683
+6,246
| +36% | +$994K | 0.91% | 21 |
|
|
2023
Q4 | $2.6M | Buy |
17,437
+315
| +2% | +$47K | 2.09% | 7 |
|
|
2023
Q3 | $2.89M | Sell |
17,122
-16,889
| -50% | -$2.85M | 2.44% | 5 |
|
|
2023
Q2 | $5.38M | Sell |
34,011
-561
| -2% | -$88.7K | 3.39% | 3 |
|
|
2023
Q1 | $5.61M | Buy |
+34,572
| New | +$5.61M | 3.69% | 3 |
|