PA
Prism Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-31,229
| Closed | -$2.26M | – | 52 |
|
|
2020
Q1 | $2.26M | Buy |
31,229
+10,618
| +52% | +$769K | 1.46% | 22 |
|
|
2019
Q4 | $2.48M | Buy |
20,611
+155
| +0.8% | +$18.7K | 1.26% | 27 |
|
|
2019
Q3 | $2.43M | Buy |
20,456
+269
| +1% | +$31.9K | 1.36% | 22 |
|
|
2019
Q2 | $2.51M | Sell |
20,187
-648
| -3% | -$80.6K | 1.43% | 19 |
|
|
2019
Q1 | $2.57M | Sell |
20,835
-302
| -1% | -$37.2K | 1.47% | 15 |
|
|
2018
Q4 | $2.3M | Sell |
21,137
-104
| -0.5% | -$11.3K | 1.46% | 15 |
|
|
2018
Q3 | $2.49M | Buy |
21,241
+79
| +0.4% | +$9.26K | 1.45% | 20 |
|
|
2018
Q2 | $2.63M | Sell |
21,162
-141
| -0.7% | -$17.5K | 1.4% | 18 |
|
|
2018
Q1 | $2.74M | Sell |
21,303
-1,850
| -8% | -$238K | 1.55% | 9 |
|
|
2017
Q4 | $2.9M | Buy |
+23,153
| New | +$2.9M | 1.6% | 12 |
|