Taylor Wealth Management Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-200
| Closed | -$22K | – | 66 |
|
2018
Q4 | $22K | Hold |
200
| – | – | 0.01% | 68 |
|
2018
Q3 | $24K | Hold |
200
| – | – | 0.01% | 81 |
|
2018
Q2 | $25K | Hold |
200
| – | – | 0.01% | 84 |
|
2018
Q1 | $23K | Hold |
200
| – | – | 0.01% | 86 |
|
2017
Q4 | $25K | Hold |
200
| – | – | 0.01% | 107 |
|
2017
Q3 | $23K | Hold |
200
| – | – | 0.01% | 110 |
|
2017
Q2 | $21K | Hold |
200
| – | – | 0.01% | 113 |
|
2017
Q1 | $21K | Hold |
200
| – | – | 0.01% | 115 |
|
2016
Q4 | $24K | Hold |
200
| – | – | 0.01% | 113 |
|
2016
Q3 | $21K | Hold |
200
| – | – | 0.01% | 106 |
|
2016
Q2 | $21K | Hold |
200
| – | – | 0.01% | 104 |
|
2016
Q1 | $19K | Hold |
200
| – | – | 0.01% | 101 |
|
2015
Q4 | $18K | Hold |
200
| – | – | 0.01% | 100 |
|
2015
Q3 | $16K | Hold |
200
| – | – | 0.01% | 109 |
|
2015
Q2 | $19K | Sell |
200
-200
| -50% | -$19K | 0.01% | 132 |
|
2015
Q1 | $42K | Buy |
+400
| New | +$42K | 0.01% | 87 |
|