LWP
Legacy Wealth Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $285K | Sell |
2,723
-26
| -0.9% | -$2.72K | 0.16% | 80 |
|
|
2021
Q1 | $288K | Sell |
2,749
-446
| -14% | -$46.7K | 0.17% | 75 |
|
|
2020
Q4 | $270K | Buy |
+3,195
| New | +$270K | 0.17% | 84 |
|
|
2020
Q3 | – | Sell |
-2,932
| Closed | -$262K | – | 92 |
|
|
2020
Q2 | $262K | Sell |
2,932
-2,841
| -49% | -$254K | 0.2% | 84 |
|
|
2020
Q1 | $418K | Buy |
+5,773
| New | +$418K | 0.39% | 53 |
|