KPW
Kore Private Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8.03M | Sell |
55,878
-13,718
| -20% | -$1.97M | 1.45% | 17 |
|
|
2022
Q2 | $10.1M | Sell |
69,596
-10,172
| -13% | -$1.47M | 1.55% | 15 |
|
|
2022
Q1 | $13M | Buy |
79,768
+530
| +0.7% | +$86.3K | 1.63% | 15 |
|
|
2021
Q4 | $9.3M | Sell |
79,238
-10,098
| -11% | -$1.19M | 1.13% | 24 |
|
|
2021
Q3 | $9.06M | Sell |
89,336
-8,386
| -9% | -$851K | 0.95% | 23 |
|
|
2021
Q2 | $10.2M | Buy |
97,722
+90,574
| +1,267% | +$9.49M | 1.15% | 21 |
|
|
2021
Q1 | $749K | Sell |
7,148
-178
| -2% | -$18.7K | 0.1% | 139 |
|
|
2020
Q4 | $619K | Buy |
7,326
+488
| +7% | +$41.2K | 0.1% | 140 |
|
|
2020
Q3 | $492K | Buy |
6,838
+1
| +0% | +$72 | 0.1% | 138 |
|
|
2020
Q2 | $610K | Sell |
6,837
-936
| -12% | -$83.5K | 0.12% | 116 |
|
|
2020
Q1 | $563K | Buy |
7,773
+25
| +0.3% | +$1.81K | 0.13% | 109 |
|
|
2019
Q4 | $934K | Buy |
7,748
+125
| +2% | +$15.1K | 0.18% | 99 |
|
|
2019
Q3 | $884K | Buy |
7,623
+322
| +4% | +$37.3K | 0.2% | 94 |
|
|
2019
Q2 | $909K | Buy |
7,301
+243
| +3% | +$30.3K | 0.21% | 92 |
|
|
2019
Q1 | $869K | Sell |
7,058
-436
| -6% | -$53.7K | 0.2% | 91 |
|
|
2018
Q4 | $815K | Buy |
+7,494
| New | +$815K | 0.22% | 90 |
|