J.M. Hartwell’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $503K | Buy |
4,245
+560
| +15% | +$66.4K | 0.09% | 56 |
|
|
2019
Q2 | $459K | Sell |
3,685
-1,625
| -31% | -$202K | 0.08% | 63 |
|
|
2019
Q1 | $654K | Buy |
5,310
+40
| +0.8% | +$4.93K | 0.12% | 42 |
|
|
2018
Q4 | $573K | Sell |
5,270
-900
| -15% | -$97.9K | 0.12% | 41 |
|
|
2018
Q3 | $754K | Buy |
6,170
+500
| +9% | +$61.1K | 0.13% | 45 |
|
|
2018
Q2 | $717K | Buy |
5,670
+800
| +16% | +$101K | 0.13% | 44 |
|
|
2018
Q1 | $555K | Buy |
4,870
+2,950
| +154% | +$336K | 0.1% | 53 |
|
|
2017
Q4 | $240K | Buy |
+1,920
| New | +$240K | 0.05% | 75 |
|
|
2017
Q1 | – | Sell |
-1,726
| Closed | -$203K | – | 88 |
|
|
2016
Q4 | $203K | Buy |
+1,726
| New | +$203K | 0.05% | 82 |
|