Madden Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-35
| Closed | -$3K | – | 108 |
|
|
2017
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 241 |
|
|
2015
Q4 | – | Sell |
-99
| Closed | -$7K | – | 120 |
|
|
2015
Q3 | $7K | Hold |
99
| – | – | ﹤0.01% | 235 |
|
|
2015
Q2 | $9K | Sell |
99
-1,817
| -95% | -$165K | 0.01% | 227 |
|
|
2015
Q1 | $201K | Hold |
1,916
| – | – | 0.12% | 94 |
|
|
2014
Q4 | $215K | Hold |
1,916
| – | – | 0.12% | 95 |
|
|
2014
Q3 | $229K | Buy |
1,916
+115
| +6% | +$13.7K | 0.12% | 99 |
|
|
2014
Q2 | $235K | Hold |
1,801
| – | – | 0.12% | 97 |
|
|
2014
Q1 | $214K | Sell |
1,801
-428
| -19% | -$50.9K | 0.12% | 91 |
|
|
2013
Q4 | $278K | Sell |
2,229
-73
| -3% | -$9.11K | 0.21% | 69 |
|
|
2013
Q3 | $280K | Buy |
2,302
+1,702
| +284% | +$207K | 0.24% | 62 |
|
|
2013
Q2 | $71K | Buy |
+600
| New | +$71K | 0.06% | 91 |
|