SWA
Safir Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,223
| Closed | -$220K | – | 15 |
|
|
2022
Q4 | $220K | Buy |
+1,223
| New | +$220K | 0.22% | 15 |
|
|
2022
Q2 | – | Sell |
-1,298
| Closed | -$211K | – | 16 |
|
|
2022
Q1 | $211K | Buy |
+1,298
| New | +$211K | 0.18% | 15 |
|
|
2021
Q1 | – | Sell |
-800
| Closed | -$68K | – | 17 |
|
|
2020
Q4 | $68K | Buy |
+800
| New | +$68K | 0.06% | 25 |
|