ParenteBeard Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $11.6K | Sell |
1,296
-11,803
| -90% | -$105K | 0.14% | 53 |
|
|
2014
Q3 | $1.56M | Buy |
13,099
+1,002
| +8% | +$120K | 0.65% | 29 |
|
|
2014
Q2 | $1.58M | Buy |
12,097
+97
| +0.8% | +$12.7K | 0.69% | 25 |
|
|
2014
Q1 | $1.43M | Sell |
12,000
-7,453
| -38% | -$886K | 0.71% | 28 |
|
|
2013
Q4 | $2.43M | Buy |
19,453
+6,416
| +49% | +$801K | 0.95% | 22 |
|
|
2013
Q3 | $1.58M | Sell |
13,037
-362
| -3% | -$44K | 0.77% | 30 |
|
|
2013
Q2 | $1.59M | Buy |
+13,399
| New | +$1.59M | 0.72% | 33 |
|