MWR
McAdams Wright Ragen’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $24.3M | Buy |
203,785
+9,541
| +5% | +$1.14M | 1.36% | 21 |
|
|
2014
Q2 | $25.4M | Sell |
194,244
-1,524
| -0.8% | -$199K | 1.42% | 20 |
|
|
2014
Q1 | $23.3M | Buy |
195,768
+18,139
| +10% | +$2.16M | 1.44% | 19 |
|
|
2013
Q4 | $22.2M | Buy |
177,629
+4,140
| +2% | +$517K | 1.47% | 16 |
|
|
2013
Q3 | $21.1M | Sell |
173,489
-926
| -0.5% | -$113K | 1.67% | 15 |
|
|
2013
Q2 | $20.6M | Buy |
+174,415
| New | +$20.6M | 1.65% | 11 |
|