Sanctuary Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $60.8K | Buy |
420
+95
| +29% | +$13.8K | 0.04% | 81 |
|
|
2024
Q3 | $47.9K | Buy |
+325
| New | +$47.9K | 0.03% | 105 |
|
|
2023
Q4 | – | Sell |
-43
| Closed | -$7.25K | – | 289 |
|
|
2023
Q3 | $7.25K | Sell |
43
-8
| -16% | -$1.35K | 0.01% | 151 |
|
|
2023
Q2 | $8.03K | Buy |
+51
| New | +$8.03K | 0.01% | 150 |
|
|
2022
Q4 | $9.15K | Buy |
+51
| New | +$9.15K | 0.01% | 134 |
|