LWM
LBA Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.21M | Buy |
11,294
+50
| +0.4% | +$5.37K | 0.64% | 27 |
|
|
2016
Q4 | $1.32M | Sell |
11,244
-147
| -1% | -$17.3K | 0.72% | 22 |
|
|
2016
Q3 | $1.17M | Buy |
11,391
+58
| +0.5% | +$5.97K | 0.66% | 26 |
|
|
2016
Q2 | $1.19M | Buy |
11,333
+275
| +2% | +$28.8K | 0.67% | 27 |
|
|
2016
Q1 | $1.06M | Buy |
11,058
+4,913
| +80% | +$469K | 0.61% | 31 |
|
|
2015
Q4 | $553K | Sell |
6,145
-765
| -11% | -$68.8K | 0.32% | 53 |
|
|
2015
Q3 | $545K | Buy |
6,910
+214
| +3% | +$16.9K | 0.34% | 51 |
|
|
2015
Q2 | $646K | Sell |
6,696
-194
| -3% | -$18.7K | 0.41% | 41 |
|
|
2015
Q1 | $723K | Sell |
6,890
-495
| -7% | -$51.9K | 0.46% | 40 |
|
|
2014
Q4 | $828K | Sell |
7,385
-745
| -9% | -$83.5K | 0.55% | 39 |
|
|
2014
Q3 | $970K | Buy |
8,130
+440
| +6% | +$52.5K | 0.67% | 34 |
|
|
2014
Q2 | $1M | Hold |
7,690
| – | – | 0.82% | 30 |
|
|
2014
Q1 | $914K | Sell |
7,690
-628
| -8% | -$74.6K | 0.75% | 35 |
|
|
2013
Q4 | $1.04M | Buy |
+8,318
| New | +$1.04M | 0.86% | 27 |
|