IWAG
Integer Wealth Advisors Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $306K | Hold |
2,974
| – | – | 0.17% | 67 |
|
|
2020
Q4 | $267K | Sell |
2,974
-1,026
| -26% | -$92.1K | 0.18% | 64 |
|
|
2020
Q3 | $288K | Hold |
4,000
| – | – | 0.26% | 54 |
|
|
2020
Q2 | $331K | Hold |
4,000
| – | – | 0.34% | 42 |
|
|
2020
Q1 | $382K | Sell |
4,000
-552
| -12% | -$52.7K | 0.43% | 39 |
|
|
2019
Q4 | $486K | Buy |
+4,552
| New | +$486K | 0.48% | 37 |
|