LPWM
Lake Point Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $24K | Hold |
166
| – | – | 0.01% | 104 |
|
|
2022
Q1 | $27K | Buy |
166
+10
| +6% | +$1.63K | 0.01% | 97 |
|
|
2021
Q4 | $18K | Sell |
156
-7
| -4% | -$808 | 0.01% | 127 |
|
|
2021
Q3 | $17K | Sell |
163
-244
| -60% | -$25.4K | 0.01% | 116 |
|
|
2021
Q2 | $43K | Buy |
+407
| New | +$43K | 0.02% | 70 |
|
|
2020
Q1 | $31K | Sell |
433
-243
| -36% | -$17.4K | 0.03% | 66 |
|
|
2019
Q4 | $81K | Buy |
+676
| New | +$81K | 0.03% | 90 |
|
|
2019
Q2 | $101K | Hold |
815
| – | – | 0.04% | 80 |
|
|
2019
Q1 | $101K | Sell |
815
-6,879
| -89% | -$852K | 0.04% | 80 |
|
|
2018
Q4 | $837K | Buy |
+7,694
| New | +$837K | 0.31% | 58 |
|