Inspirion Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Hold |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $244K | Buy |
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|
2019
Q1 | $240K | Hold |
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|
2018
Q4 | $212K | Hold |
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|
2018
Q3 | $238K | Hold |
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|
2018
Q2 | $246K | Sell |
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|
2018
Q1 | $233K | Hold |
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|
2017
Q4 | $256K | Buy |
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|
2017
Q3 | $227K | Sell |
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|
2017
Q2 | $203K | Hold |
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|
2017
Q1 | $209K | Buy |
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|
2016
Q4 | $220K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $206K | Buy |
|