Risk Paradigm Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-861
| Closed | -$98.2K | – | 116 |
|
2018
Q1 | $98.2K | Hold |
861
| – | – | 0.12% | 115 |
|
2017
Q4 | $108K | Hold |
861
| – | – | 0.12% | 122 |
|
2017
Q3 | $101K | Hold |
861
| – | – | 0.12% | 110 |
|
2017
Q2 | $89.8K | Sell |
861
-1,288
| -60% | -$134K | 0.11% | 119 |
|
2017
Q1 | $231K | Sell |
2,149
-914
| -30% | -$98.1K | 0.26% | 81 |
|
2016
Q4 | $361K | Buy |
3,063
+234
| +8% | +$27.5K | 0.4% | 76 |
|
2016
Q3 | $291K | Hold |
2,829
| – | – | 0.22% | 92 |
|
2016
Q2 | $297K | Sell |
2,829
-1,059
| -27% | -$111K | 0.4% | 73 |
|
2016
Q1 | $371K | Buy |
3,888
+204
| +6% | +$19.5K | 0.47% | 51 |
|
2015
Q4 | $331K | Sell |
3,684
-389
| -10% | -$35K | 0.39% | 56 |
|
2015
Q3 | $321K | Buy |
4,073
+1,934
| +90% | +$153K | 0.66% | 26 |
|
2015
Q2 | $206K | Sell |
2,139
-49
| -2% | -$4.73K | 0.2% | 78 |
|
2015
Q1 | $230K | Buy |
+2,188
| New | +$230K | 0.22% | 72 |
|