New England Investment & Retirement Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.3M | Buy |
12,777
+440
| +4% | +$44.6K | 0.3% | 56 |
|
|
2021
Q2 | $1.29M | Buy |
12,337
+5,950
| +93% | +$623K | 0.28% | 58 |
|
|
2021
Q1 | $669K | Buy |
6,387
+2,612
| +69% | +$274K | 0.16% | 63 |
|
|
2020
Q4 | $319K | Buy |
+3,775
| New | +$319K | 0.07% | 68 |
|
|
2020
Q2 | – | Sell |
-31
| Closed | -$2K | – | 95 |
|
|
2020
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 183 |
|
|
2019
Q3 | – | Sell |
-44,315
| Closed | -$5.52M | – | 59 |
|
|
2019
Q2 | $5.52M | Buy |
+44,315
| New | +$5.52M | 2.23% | 13 |
|