Laurel Wealth Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-75
| Closed | -$13.5K | – | 89 |
|
|
2022
Q4 | $13.5K | Sell |
75
-83
| -53% | -$14.9K | 0.01% | 149 |
|
|
2022
Q3 | $23K | Hold |
158
| – | – | 0.02% | 127 |
|
|
2022
Q2 | $23K | Hold |
158
| – | – | 0.02% | 131 |
|
|
2022
Q1 | $26K | Hold |
158
| – | – | 0.02% | 147 |
|
|
2021
Q4 | $19K | Hold |
158
| – | – | 0.01% | 117 |
|
|
2021
Q3 | $16K | Buy |
158
+75
| +90% | +$7.6K | 0.01% | 119 |
|
|
2021
Q2 | $9K | Hold |
83
| – | – | 0.01% | 98 |
|
|
2021
Q1 | $9K | Hold |
83
| – | – | 0.01% | 93 |
|
|
2020
Q4 | $7K | Buy |
+83
| New | +$7K | 0.01% | 89 |
|