Round Table Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $250K | Buy |
1,737
+114
| +7% | +$16.4K | 0.05% | 124 |
|
2022
Q2 | $235K | Hold |
1,623
| – | – | 0.04% | 140 |
|
2022
Q1 | $264K | Buy |
+1,623
| New | +$264K | 0.04% | 139 |
|
2020
Q1 | – | Sell |
-1,776
| Closed | -$214K | – | 93 |
|
2019
Q4 | $214K | Buy |
+1,776
| New | +$214K | 0.06% | 120 |
|
2019
Q3 | – | Sell |
-2,044
| Closed | -$254K | – | 144 |
|
2019
Q2 | $254K | Buy |
+2,044
| New | +$254K | 0.08% | 93 |
|
2019
Q1 | – | Sell |
-2,097
| Closed | -$228K | – | 138 |
|
2018
Q4 | $228K | Buy |
+2,097
| New | +$228K | 0.09% | 95 |
|