Lakeshore Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $3.1M | Sell |
39,248
-4,384
| -10% | -$346K | 6.8% | 4 |
|
2015
Q2 | $4.21M | Sell |
43,632
-1,892
| -4% | -$183K | 7.16% | 5 |
|
2015
Q1 | $4.78M | Sell |
45,524
-6,293
| -12% | -$661K | 7.75% | 5 |
|
2014
Q4 | $5.81M | Sell |
51,817
-6,724
| -11% | -$754K | 7.5% | 4 |
|
2014
Q3 | $6.99M | Sell |
58,541
-979
| -2% | -$117K | 7% | 4 |
|
2014
Q2 | $7.77M | Buy |
59,520
+346
| +0.6% | +$45.2K | 7.31% | 4 |
|
2014
Q1 | $7.04M | Sell |
59,174
-6,651
| -10% | -$791K | 7.12% | 6 |
|
2013
Q4 | $8.22M | Sell |
65,825
-2,534
| -4% | -$317K | 8.04% | 2 |
|
2013
Q3 | $8.31M | Sell |
68,359
-216
| -0.3% | -$26.2K | 7.57% | 4 |
|
2013
Q2 | $8.12M | Buy |
+68,575
| New | +$8.12M | 7.6% | 4 |
|