IP
Intellectus Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-78
| Closed | -$10K | – | 223 |
|
|
2019
Q1 | $10K | Hold |
78
| – | – | ﹤0.01% | 346 |
|
|
2018
Q4 | $8K | Sell |
78
-1,232
| -94% | -$126K | 0.01% | 210 |
|
|
2018
Q3 | $160K | Hold |
1,310
| – | – | 0.06% | 242 |
|
|
2018
Q2 | $166K | Sell |
1,310
-242
| -16% | -$30.7K | 0.06% | 237 |
|
|
2018
Q1 | $177K | Buy |
1,552
+2
| +0.1% | +$228 | 0.06% | 233 |
|
|
2017
Q4 | $194K | Hold |
1,550
| – | – | 0.07% | 222 |
|
|
2017
Q3 | $182K | Sell |
1,550
-7
| -0.4% | -$822 | 0.08% | 239 |
|
|
2017
Q2 | $162K | Buy |
1,557
+15
| +1% | +$1.56K | 0.07% | 224 |
|
|
2017
Q1 | $166K | Hold |
1,542
| – | – | 0.08% | 194 |
|
|
2016
Q4 | $181K | Buy |
+1,542
| New | +$181K | 0.09% | 181 |
|