Lucia Wealth Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $98K | Hold |
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|
2020
Q2 | $122K | Buy |
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|
2020
Q1 | $91K | Buy |
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|
2019
Q4 | $150K | Hold |
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|
2019
Q3 | $148K | Sell |
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|
2019
Q2 | $191K | Sell |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | $168K | Sell |
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|
2018
Q3 | $237K | Buy |
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|
2018
Q2 | $239K | Buy |
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|
2018
Q1 | $201K | Sell |
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|
2017
Q4 | $358K | Buy |
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