JOYN Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,381
| Closed | -$648K | – | 120 |
|
|
2019
Q4 | $648K | Sell |
5,381
-339
| -6% | -$40.8K | 0.14% | 41 |
|
|
2019
Q3 | $678K | Buy |
5,720
+244
| +4% | +$28.9K | 0.15% | 40 |
|
|
2019
Q2 | $650K | Buy |
5,476
+578
| +12% | +$68.6K | 0.15% | 49 |
|
|
2019
Q1 | $603K | Sell |
4,898
-350
| -7% | -$43.1K | 0.14% | 39 |
|
|
2018
Q4 | $571K | Buy |
5,248
+1,391
| +36% | +$151K | 0.13% | 48 |
|
|
2018
Q3 | $472K | Sell |
3,857
-480
| -11% | -$58.7K | 0.09% | 55 |
|
|
2018
Q2 | $548K | Buy |
4,337
+2,324
| +115% | +$294K | 0.12% | 49 |
|
|
2018
Q1 | $230K | Buy |
+2,013
| New | +$230K | 0.05% | 116 |
|