Placemark Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $25.8M | Buy |
229,658
+15,781
| +7% | +$1.77M | 0.46% | 33 |
|
|
2014
Q3 | $25.5M | Buy |
213,877
+9,589
| +5% | +$1.14M | 0.47% | 32 |
|
|
2014
Q2 | $26.7M | Buy |
204,288
+19,675
| +11% | +$2.57M | 0.48% | 33 |
|
|
2014
Q1 | $21.9M | Sell |
184,613
-99,213
| -35% | -$11.8M | 0.42% | 30 |
|
|
2013
Q4 | $35.4M | Buy |
283,826
+4,334
| +2% | +$541K | 0.58% | 26 |
|
|
2013
Q3 | $34M | Buy |
279,492
+25,876
| +10% | +$3.14M | 0.64% | 21 |
|
|
2013
Q2 | $30M | Buy |
+253,616
| New | +$30M | 0.64% | 13 |
|