MWA
MFA Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-376
| Closed | -$55.4K | – | 143 |
|
|
2024
Q3 | $55.4K | Hold |
376
| – | – | 0.01% | 174 |
|
|
2024
Q2 | $58.8K | Buy |
+376
| New | +$58.8K | 0.01% | 169 |
|
|
2024
Q1 | – | Sell |
-1,497
| Closed | -$223K | – | 88 |
|
|
2023
Q4 | $223K | Buy |
+1,497
| New | +$223K | 0.06% | 84 |
|
|
2020
Q3 | – | Sell |
-191
| Closed | -$17K | – | 73 |
|
|
2020
Q2 | $17K | Buy |
+191
| New | +$17K | 0.01% | 128 |
|