Parkside Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,313
| Closed | -$205K | – | 83 |
|
|
2024
Q2 | $205K | Sell |
1,313
-75
| -5% | -$11.7K | 0.05% | 79 |
|
|
2024
Q1 | $219K | Buy |
1,388
+5
| +0.4% | +$789 | 0.06% | 83 |
|
|
2023
Q4 | $206K | Buy |
1,383
+6
| +0.4% | +$895 | 0.06% | 78 |
|
|
2023
Q3 | $232K | Buy |
1,377
+4
| +0.3% | +$675 | 0.07% | 71 |
|
|
2023
Q2 | $216K | Sell |
1,373
-182
| -12% | -$28.6K | 0.07% | 73 |
|
|
2023
Q1 | $254K | Buy |
1,555
+40
| +3% | +$6.53K | 0.08% | 67 |
|
|
2022
Q4 | $272K | Buy |
+1,515
| New | +$272K | 0.1% | 66 |
|