Long Wharf Investors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $1.19M | Sell |
9,095
-10
| -0.1% | -$1.31K | 0.93% | 31 |
|
|
2014
Q1 | $1.08M | Buy |
9,105
+430
| +5% | +$51.1K | 0.93% | 30 |
|
|
2013
Q4 | $1.08M | Buy |
8,675
+150
| +2% | +$18.7K | 0.98% | 28 |
|
|
2013
Q3 | $1.04M | Sell |
8,525
-408
| -5% | -$49.6K | 0.99% | 29 |
|
|
2013
Q2 | $1.06M | Buy |
+8,933
| New | +$1.06M | 1.04% | 29 |
|