IWA
Inspirion Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,963
| Closed | -$237K | – | 75 |
|
|
2019
Q4 | $237K | Hold |
1,963
| – | – | 0.08% | 71 |
|
|
2019
Q3 | $233K | Hold |
1,963
| – | – | 0.1% | 69 |
|
|
2019
Q2 | $244K | Buy |
1,963
+18
| +0.9% | +$2.24K | 0.11% | 67 |
|
|
2019
Q1 | $240K | Hold |
1,945
| – | – | 0.11% | 66 |
|
|
2018
Q4 | $212K | Hold |
1,945
| – | – | 0.11% | 66 |
|
|
2018
Q3 | $238K | Hold |
1,945
| – | – | 0.1% | 66 |
|
|
2018
Q2 | $246K | Sell |
1,945
-102
| -5% | -$12.9K | 0.12% | 64 |
|
|
2018
Q1 | $233K | Hold |
2,047
| – | – | 0.11% | 65 |
|
|
2017
Q4 | $256K | Buy |
2,047
+112
| +6% | +$14K | 0.12% | 58 |
|
|
2017
Q3 | $227K | Sell |
1,935
-7
| -0.4% | -$821 | 0.12% | 60 |
|
|
2017
Q2 | $203K | Hold |
1,942
| – | – | 0.11% | 67 |
|
|
2017
Q1 | $209K | Buy |
1,942
+75
| +4% | +$8.07K | 0.12% | 63 |
|
|
2016
Q4 | $220K | Buy |
+1,867
| New | +$220K | 0.14% | 58 |
|
|
2016
Q3 | – | Sell |
-1,966
| Closed | -$206K | – | 61 |
|
|
2016
Q2 | $206K | Buy |
+1,966
| New | +$206K | 0.13% | 59 |
|