MPS Loria Financial Planners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-585
| Closed | -$61K | – | 216 |
|
|
2021
Q1 | $61K | Hold |
585
| – | – | 0.03% | 148 |
|
|
2020
Q4 | $50K | Buy |
585
+357
| +157% | +$30.5K | 0.02% | 160 |
|
|
2020
Q3 | $16K | Hold |
228
| – | – | 0.01% | 210 |
|
|
2020
Q2 | $20K | Buy |
+228
| New | +$20K | 0.01% | 200 |
|
|
2019
Q3 | – | Sell |
-14,228
| Closed | -$1.77M | – | 70 |
|
|
2019
Q2 | $1.77M | Hold |
14,228
| – | – | 1.13% | 10 |
|
|
2019
Q1 | $1.75M | Hold |
14,228
| – | – | 1.16% | 10 |
|
|
2018
Q4 | $1.55M | Sell |
14,228
-1,000
| -7% | -$109K | 1.11% | 13 |
|
|
2018
Q3 | $1.86M | Sell |
15,228
-1,000
| -6% | -$122K | 1.17% | 12 |
|
|
2018
Q2 | $2.05M | Sell |
16,228
-1,000
| -6% | -$126K | 2.07% | 8 |
|
|
2018
Q1 | $1.97M | Sell |
17,228
-500
| -3% | -$57K | 1.39% | 11 |
|
|
2017
Q4 | $2.22M | Sell |
17,728
-808
| -4% | -$101K | 1.52% | 10 |
|
|
2017
Q3 | $2.18M | Sell |
18,536
-1,000
| -5% | -$118K | 1.56% | 11 |
|
|
2017
Q2 | $2.12M | Buy |
+19,536
| New | +$2.12M | 1.42% | 11 |
|