MFP
Mosaic Financial Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $200K | Buy |
+1,585
| New | +$200K | 0.13% | 49 |
|
|
2015
Q1 | – | Sell |
-2,442
| Closed | -$273K | – | 48 |
|
|
2014
Q4 | $273K | Buy |
2,442
+199
| +9% | +$22.2K | 0.19% | 42 |
|
|
2014
Q3 | $268K | Hold |
2,243
| – | – | 0.19% | 42 |
|
|
2014
Q2 | $293K | Sell |
2,243
-340
| -13% | -$44.4K | 0.2% | 42 |
|
|
2014
Q1 | $307K | Buy |
+2,583
| New | +$307K | 0.22% | 41 |
|