Norwood Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $241K | Buy |
1,530
+240
| +19% | +$37.9K | 0.35% | 63 |
|
|
2023
Q4 | $192K | Buy |
1,290
+485
| +60% | +$72.3K | 0.29% | 67 |
|
|
2023
Q3 | $136K | Hold |
805
| – | – | 0.22% | 84 |
|
|
2023
Q2 | $127K | Hold |
805
| – | – | 0.19% | 87 |
|
|
2023
Q1 | $131K | Sell |
805
-50
| -6% | -$8.16K | 0.21% | 83 |
|
|
2022
Q4 | $153K | Sell |
855
-5
| -0.6% | -$897 | 0.24% | 78 |
|
|
2022
Q3 | $123K | Hold |
860
| – | – | 0.22% | 83 |
|
|
2022
Q2 | $124K | Hold |
860
| – | – | 0.21% | 85 |
|
|
2022
Q1 | $140K | Hold |
860
| – | – | 0.2% | 82 |
|
|
2021
Q4 | $101K | Buy |
+860
| New | +$101K | 0.14% | 100 |
|