SPWG
Sage Private Wealth Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-124
| Closed | -$18K | – | 74 |
|
|
2022
Q3 | $18K | Sell |
124
-1
| -0.8% | -$145 | 0.02% | 115 |
|
|
2022
Q2 | $18K | Hold |
125
| – | – | 0.03% | 118 |
|
|
2022
Q1 | $20K | Sell |
125
-1
| -0.8% | -$160 | 0.02% | 118 |
|
|
2021
Q4 | $14K | Sell |
126
-1
| -0.8% | -$111 | 0.02% | 130 |
|
|
2021
Q3 | $13K | Sell |
127
-1,976
| -94% | -$202K | 0.02% | 136 |
|
|
2021
Q2 | $220K | Buy |
2,103
+6
| +0.3% | +$628 | 0.3% | 38 |
|
|
2021
Q1 | $220K | Sell |
2,097
-43
| -2% | -$4.51K | 0.38% | 36 |
|
|
2020
Q4 | $181K | Buy |
+2,140
| New | +$181K | 0.51% | 40 |
|