SWM
Selective Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,326
| Closed | -$216K | – | 104 |
|
|
2024
Q1 | $216K | Buy |
+1,326
| New | +$216K | 0.09% | 98 |
|
|
2022
Q4 | $258K | Sell |
1,424
-146
| -9% | -$26.4K | 0.14% | 99 |
|
|
2022
Q3 | $226K | Buy |
1,570
+9
| +0.6% | +$1.3K | 0.1% | 110 |
|
|
2022
Q2 | $226K | Sell |
1,561
-50
| -3% | -$7.24K | 0.08% | 132 |
|
|
2022
Q1 | $262K | Buy |
1,611
+367
| +30% | +$59.7K | 0.1% | 107 |
|
|
2021
Q4 | $146K | Buy |
1,244
+94
| +8% | +$11K | 0.06% | 157 |
|
|
2021
Q3 | $117K | Hold |
1,150
| – | – | 0.06% | 156 |
|
|
2021
Q2 | $120K | Sell |
1,150
-1,286
| -53% | -$134K | 0.1% | 98 |
|
|
2021
Q1 | $255K | Buy |
2,436
+2,300
| +1,691% | +$241K | 0.23% | 47 |
|
|
2020
Q4 | $11K | Sell |
136
-95
| -41% | -$7.68K | 0.01% | 235 |
|
|
2020
Q3 | $17K | Sell |
231
-50
| -18% | -$3.68K | 0.01% | 166 |
|
|
2020
Q2 | $25K | Buy |
+281
| New | +$25K | 0.02% | 150 |
|