OptiFour Integrated Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $322K | Sell |
2,672
-20
| -0.7% | -$2.41K | 0.22% | 51 |
|
|
2019
Q3 | $319K | Sell |
2,692
-97
| -3% | -$11.5K | 0.23% | 49 |
|
|
2019
Q2 | $347K | Buy |
2,789
+117
| +4% | +$14.6K | 0.24% | 51 |
|
|
2019
Q1 | $329K | Sell |
2,672
-273
| -9% | -$33.6K | 0.27% | 35 |
|
|
2018
Q4 | $320K | Sell |
2,945
-125
| -4% | -$13.6K | 0.29% | 34 |
|
|
2018
Q3 | $375K | Hold |
3,070
| – | – | 0.31% | 39 |
|
|
2018
Q2 | $388K | Hold |
3,070
| – | – | 0.34% | 37 |
|
|
2018
Q1 | $350K | Sell |
3,070
-94
| -3% | -$10.7K | 0.29% | 41 |
|
|
2017
Q4 | $396K | Buy |
+3,164
| New | +$396K | 0.33% | 40 |
|