Roof Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $4.16M | Buy |
33,408
+486
| +1% | +$60.5K | 2.42% | 17 |
|
|
2019
Q1 | $4.06M | Sell |
32,922
-450
| -1% | -$55.4K | 2.62% | 17 |
|
|
2018
Q4 | $3.63M | Buy |
33,372
+1,835
| +6% | +$200K | 2.59% | 18 |
|
|
2018
Q3 | $3.86M | Buy |
31,537
+400
| +1% | +$48.9K | 2.06% | 18 |
|
|
2018
Q2 | $3.94M | Sell |
31,137
-132
| -0.4% | -$16.7K | 2.15% | 18 |
|
|
2018
Q1 | $3.57M | Buy |
31,269
+1,361
| +5% | +$155K | 1.8% | 21 |
|
|
2017
Q4 | $3.74M | Buy |
+29,908
| New | +$3.74M | 2.13% | 18 |
|