LWM
Ledge Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.25M | Sell |
8,369
-854
| -9% | -$127K | 0.49% | 41 |
|
|
2023
Q3 | $1.56M | Buy |
9,223
+740
| +9% | +$125K | 0.7% | 40 |
|
|
2023
Q2 | $1.33M | Sell |
8,483
-412
| -5% | -$64.8K | 0.64% | 41 |
|
|
2023
Q1 | $1.45M | Buy |
8,895
+605
| +7% | +$98.7K | 0.69% | 41 |
|
|
2022
Q4 | $1.49M | Buy |
8,290
+1,843
| +29% | +$331K | 0.68% | 42 |
|
|
2022
Q3 | $926K | Buy |
6,447
+5,031
| +355% | +$723K | 0.57% | 44 |
|
|
2022
Q2 | $205K | Hold |
1,416
| – | – | 0.13% | 66 |
|
|
2022
Q1 | $231K | Buy |
+1,416
| New | +$231K | 0.14% | 66 |
|