Integrated Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4.98M | Buy |
46,350
+648
| +1% | +$69.6K | 1.67% | 10 |
|
|
2016
Q4 | $5.38M | Sell |
45,702
-396
| -0.9% | -$46.6K | 2.01% | 8 |
|
|
2016
Q3 | $4.74M | Sell |
46,098
-1,314
| -3% | -$135K | 1.7% | 9 |
|
|
2016
Q2 | $4.97M | Sell |
47,412
-2,024
| -4% | -$212K | 1.92% | 9 |
|
|
2016
Q1 | $4.72M | Buy |
49,436
+217
| +0.4% | +$20.7K | 1.99% | 10 |
|
|
2015
Q4 | $4.43M | Sell |
49,219
-1,208
| -2% | -$109K | 1.91% | 10 |
|
|
2015
Q3 | $3.98M | Sell |
50,427
-21,592
| -30% | -$1.7M | 1.74% | 12 |
|
|
2015
Q2 | $6.95M | Buy |
72,019
+2,123
| +3% | +$205K | 2.7% | 4 |
|
|
2015
Q1 | $7.34M | Buy |
+69,896
| New | +$7.34M | 3.06% | 4 |
|