Personal Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-888
| Closed | -$93K | – | 153 |
|
|
2021
Q2 | $93K | Buy |
+888
| New | +$93K | 0.04% | 117 |
|
|
2020
Q1 | – | Sell |
-1,140
| Closed | -$137K | – | 183 |
|
|
2019
Q4 | $137K | Hold |
1,140
| – | – | 0.06% | 88 |
|
|
2019
Q3 | $135K | Buy |
1,140
+51
| +5% | +$6.04K | 0.06% | 85 |
|
|
2019
Q2 | $136K | Buy |
+1,089
| New | +$136K | 0.07% | 74 |
|