JWBC
John W. Brooker & Co’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-591
| Closed | -$85K | – | 87 |
|
|
2022
Q3 | $85K | Hold |
591
| – | – | 0.05% | 73 |
|
|
2022
Q2 | $86K | Hold |
591
| – | – | 0.05% | 68 |
|
|
2022
Q1 | $96K | Hold |
591
| – | – | 0.05% | 69 |
|
|
2021
Q4 | $69K | Sell |
591
-40
| -6% | -$4.67K | 0.04% | 73 |
|
|
2021
Q3 | $64K | Sell |
631
-45
| -7% | -$4.56K | 0.04% | 72 |
|
|
2021
Q2 | $71K | Sell |
676
-50
| -7% | -$5.25K | 0.04% | 69 |
|
|
2021
Q1 | $76K | Sell |
726
-119
| -14% | -$12.5K | 0.05% | 66 |
|
|
2020
Q4 | $71K | Buy |
845
+50
| +6% | +$4.2K | 0.05% | 65 |
|
|
2020
Q3 | $57K | Sell |
795
-792
| -50% | -$56.8K | 0.04% | 66 |
|
|
2020
Q2 | $142K | Sell |
1,587
-70
| -4% | -$6.26K | 0.1% | 50 |
|
|
2020
Q1 | $120K | Sell |
1,657
-70
| -4% | -$5.07K | 0.09% | 53 |
|
|
2019
Q4 | $208K | Buy |
+1,727
| New | +$208K | 0.13% | 51 |
|