KA
Kaizen Advisory’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $556K | Buy |
5,112
+597
| +13% | +$64.9K | 0.39% | 109 |
|
|
2018
Q3 | $552K | Hold |
4,515
| – | – | 0.29% | 121 |
|
|
2018
Q2 | $571K | Buy |
4,515
+2,697
| +148% | +$341K | 0.29% | 114 |
|
|
2018
Q1 | $207K | Hold |
1,818
| – | – | 0.2% | 96 |
|
|
2017
Q4 | $228K | Buy |
+1,818
| New | +$228K | 0.14% | 112 |
|