Kiwi Wealth Investments Limited Partnership’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-23,174
| Closed | -$2.07M | – | 244 |
|
|
2020
Q2 | $2.07M | Sell |
23,174
-9,801
| -30% | -$875K | 0.17% | 138 |
|
|
2020
Q1 | $2.39M | Buy |
32,975
+6,475
| +24% | +$469K | 0.24% | 115 |
|
|
2019
Q4 | $3.19M | Sell |
26,500
-2,576
| -9% | -$310K | 0.23% | 113 |
|
|
2019
Q3 | $3.45M | Hold |
29,076
| – | – | 0.28% | 103 |
|
|
2019
Q2 | $3.62M | Buy |
+29,076
| New | +$3.62M | 0.32% | 94 |
|
|
2015
Q3 | – | Sell |
-40,367
| Closed | -$3.89M | – | 105 |
|
|
2015
Q2 | $3.89M | Buy |
+40,367
| New | +$3.89M | 0.42% | 73 |
|