OptiFour Integrated Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$322K Sell
2019
Q3
$319K Sell
2019
Q2
$347K Buy
2019
Q1
$329K Sell
2018
Q4
$320K Sell
2018
Q3
$375K Hold
2018
Q2
$388K Hold
2018
Q1
$350K Sell
2017
Q4
$396K Buy