Investors Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,603
| Closed | -$209K | – | 68 |
|
|
2014
Q2 | $209K | Sell |
1,603
-612
| -28% | -$79.8K | 0.16% | 77 |
|
|
2014
Q1 | $263K | Hold |
2,215
| – | – | 0.22% | 66 |
|
|
2013
Q4 | $248K | Sell |
2,215
-7,361
| -77% | -$824K | 0.19% | 82 |
|
|
2013
Q3 | $1.16M | Sell |
9,576
-735
| -7% | -$89.3K | 0.2% | 70 |
|
|
2013
Q2 | $1.22M | Buy |
+10,311
| New | +$1.22M | 0.21% | 74 |
|