Lucia Wealth Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $98K | Hold |
1,362
| – | – | 0.02% | 146 |
|
|
2020
Q2 | $122K | Buy |
1,362
+110
| +9% | +$9.85K | 0.03% | 135 |
|
|
2020
Q1 | $91K | Buy |
1,252
+5
| +0.4% | +$363 | 0.03% | 149 |
|
|
2019
Q4 | $150K | Hold |
1,247
| – | – | 0.05% | 123 |
|
|
2019
Q3 | $148K | Sell |
1,247
-285
| -19% | -$33.8K | 0.05% | 107 |
|
|
2019
Q2 | $191K | Sell |
1,532
-196
| -11% | -$24.4K | 0.07% | 110 |
|
|
2019
Q1 | $213K | Buy |
1,728
+183
| +12% | +$22.6K | 0.07% | 118 |
|
|
2018
Q4 | $168K | Sell |
1,545
-396
| -20% | -$43.1K | 0.08% | 118 |
|
|
2018
Q3 | $237K | Buy |
1,941
+54
| +3% | +$6.59K | 0.07% | 133 |
|
|
2018
Q2 | $239K | Buy |
1,887
+122
| +7% | +$15.5K | 0.1% | 117 |
|
|
2018
Q1 | $201K | Sell |
1,765
-1,092
| -38% | -$124K | 0.07% | 111 |
|
|
2017
Q4 | $358K | Buy |
+2,857
| New | +$358K | 0.16% | 100 |
|