Independence Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $204K | Buy |
+1,627
| New | +$204K | 0.23% | 73 |
|
|
2016
Q1 | – | Sell |
-3,840
| Closed | -$345K | – | 54 |
|
|
2015
Q4 | $345K | Buy |
3,840
+70
| +2% | +$6.29K | 0.45% | 46 |
|
|
2015
Q3 | $297K | Hold |
3,770
| – | – | 0.3% | 66 |
|
|
2015
Q2 | $364K | Buy |
3,770
+250
| +7% | +$24.1K | 0.25% | 74 |
|
|
2015
Q1 | $370K | Hold |
3,520
| – | – | 0.23% | 74 |
|
|
2014
Q4 | $395K | Buy |
+3,520
| New | +$395K | 0.24% | 76 |
|