LWP
Lumature Wealth Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $775K | Buy |
4,928
+118
| +2% | +$18.6K | 0.46% | 48 |
|
|
2023
Q1 | $785K | Buy |
4,810
+53
| +1% | +$8.65K | 0.44% | 47 |
|
|
2022
Q4 | $854K | Sell |
4,757
-1,127
| -19% | -$202K | 0.48% | 46 |
|
|
2022
Q3 | $845K | Buy |
5,884
+175
| +3% | +$25.1K | 0.45% | 46 |
|
|
2022
Q2 | $827K | Sell |
5,709
-128
| -2% | -$18.5K | 0.37% | 54 |
|
|
2022
Q1 | $950K | Buy |
5,837
+1,770
| +44% | +$288K | 0.38% | 56 |
|
|
2021
Q4 | $477K | Sell |
4,067
-25
| -0.6% | -$2.93K | 0.19% | 94 |
|
|
2021
Q3 | $415K | Sell |
4,092
-480
| -10% | -$48.7K | 0.17% | 95 |
|
|
2021
Q2 | $479K | Buy |
4,572
+2,222
| +95% | +$233K | 0.2% | 94 |
|
|
2021
Q1 | $246K | Sell |
2,350
-1,106
| -32% | -$116K | 0.13% | 110 |
|
|
2020
Q4 | $292K | Buy |
+3,456
| New | +$292K | 0.28% | 104 |
|