LWP
Legacy Wealth Planning’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,612
| Closed | -$233K | – | 86 |
|
|
2022
Q2 | $233K | Sell |
1,612
-115
| -7% | -$16.6K | 0.33% | 74 |
|
|
2022
Q1 | $281K | Hold |
1,727
| – | – | 0.33% | 61 |
|
|
2021
Q4 | $203K | Buy |
+1,727
| New | +$203K | 0.23% | 94 |
|
|
2021
Q3 | – | Sell |
-1,932
| Closed | -$202K | – | 99 |
|
|
2021
Q2 | $202K | Buy |
1,932
+55
| +3% | +$5.75K | 0.23% | 94 |
|
|
2021
Q1 | $197K | Buy |
+1,877
| New | +$197K | 0.25% | 89 |
|