MWPCG
Measured Wealth Private Client Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,824
| Closed | -$203K | – | 134 |
|
|
2020
Q3 | $203K | Buy |
+2,824
| New | +$203K | 0.1% | 131 |
|
|
2020
Q1 | – | Sell |
-2,113
| Closed | -$255K | – | 108 |
|
|
2019
Q4 | $255K | Buy |
2,113
+10
| +0.5% | +$1.21K | 0.17% | 81 |
|
|
2019
Q3 | $249K | Sell |
2,103
-1,905
| -48% | -$226K | 0.16% | 99 |
|
|
2019
Q2 | $499K | Sell |
4,008
-90
| -2% | -$11.2K | 0.29% | 65 |
|
|
2019
Q1 | $505K | Buy |
4,098
+1,403
| +52% | +$173K | 0.31% | 64 |
|
|
2018
Q4 | $293K | Sell |
2,695
-729
| -21% | -$79.3K | 0.27% | 60 |
|
|
2018
Q3 | $419K | Buy |
3,424
+720
| +27% | +$88.1K | 0.25% | 67 |
|
|
2018
Q2 | $341K | Buy |
+2,704
| New | +$341K | 0.28% | 81 |
|
|
2017
Q3 | $390K | Buy |
+3,317
| New | +$390K | 0.53% | 33 |
|