Northstar Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $1.94M | Buy |
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|
2020
Q1 | $1.54M | Buy |
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|
2019
Q4 | $2.02M | Buy |
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|
2019
Q3 | $1.85M | Buy |
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|
2019
Q2 | $1.85M | Buy |
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|
2019
Q1 | $1.75M | Buy |
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|
2018
Q4 | $1.46M | Hold |
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|
2018
Q3 | $1.64M | Buy |
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|
2018
Q2 | $1.58M | Sell |
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|
2018
Q1 | $1.51M | Buy |
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|
2017
Q4 | $684K | Buy |
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|
2017
Q3 | $620K | Sell |
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|
2017
Q2 | $914K | Hold |
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|
2017
Q1 | $964K | Buy |
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