Squar Milner Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,041
| Closed | -$807K | – | 45 |
|
|
2020
Q2 | $807K | Buy |
9,041
+1,877
| +26% | +$168K | 0.46% | 53 |
|
|
2020
Q1 | $519K | Buy |
7,164
+1,129
| +19% | +$81.8K | 0.31% | 67 |
|
|
2019
Q4 | $727K | Sell |
6,035
-3,359
| -36% | -$405K | 0.36% | 51 |
|
|
2019
Q3 | $676K | Buy |
9,394
+4,732
| +102% | +$341K | 0.35% | 76 |
|
|
2019
Q2 | $580K | Buy |
4,662
+1,545
| +50% | +$192K | 0.39% | 51 |
|
|
2019
Q1 | $383K | Buy |
3,117
+44
| +1% | +$5.41K | 0.28% | 79 |
|
|
2018
Q4 | $334K | Buy |
3,073
+442
| +17% | +$48K | 0.32% | 78 |
|
|
2018
Q3 | $322K | Sell |
2,631
-1,706
| -39% | -$209K | 0.29% | 91 |
|
|
2018
Q2 | $548K | Buy |
4,337
+295
| +7% | +$37.3K | 0.48% | 47 |
|
|
2018
Q1 | $461K | Sell |
4,042
-300
| -7% | -$34.2K | 0.58% | 48 |
|
|
2017
Q4 | $558K | Buy |
+4,342
| New | +$558K | 0.68% | 42 |
|