Paradigm Strategies in Wealth Management’s Chevron CVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-15
Closed -$2K 86
2021
Q2
$2K Hold
15
﹤0.01% 214
2021
Q1
$2K Buy
+15
New +$2K ﹤0.01% 196