TD Ameritrade Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,646
| Closed | -$574K | – | 104 |
|
|
2023
Q2 | $574K | Sell |
3,646
-374
| -9% | -$58.9K | 0.01% | 117 |
|
|
2023
Q1 | $656K | Sell |
4,020
-1,323
| -25% | -$216K | 0.01% | 115 |
|
|
2022
Q4 | $959K | Sell |
5,343
-1,772
| -25% | -$318K | 0.01% | 113 |
|
|
2022
Q3 | $1.02M | Sell |
7,115
-1,885
| -21% | -$271K | 0.01% | 114 |
|
|
2022
Q2 | $1.3M | Sell |
9,000
-2,650
| -23% | -$384K | 0.01% | 113 |
|
|
2022
Q1 | $1.9M | Buy |
11,650
+1,114
| +11% | +$181K | 0.01% | 110 |
|
|
2021
Q4 | $1.24M | Buy |
10,536
+828
| +9% | +$97.1K | 0.01% | 117 |
|
|
2021
Q3 | $699K | Sell |
9,708
-519
| -5% | -$37.4K | 0.01% | 131 |
|
|
2021
Q2 | $1.07M | Buy |
10,227
+1,257
| +14% | +$132K | 0.01% | 118 |
|
|
2021
Q1 | $757K | Hold |
8,970
| – | – | 0.01% | 126 |
|
|
2020
Q4 | $757K | Sell |
8,970
-738
| -8% | -$62.3K | 0.01% | 126 |
|
|
2020
Q3 | $699K | Buy |
9,708
+63
| +0.7% | +$4.54K | 0.01% | 131 |
|
|
2020
Q2 | $861K | Sell |
9,645
-476
| -5% | -$42.5K | 0.01% | 124 |
|
|
2020
Q1 | $733K | Sell |
10,121
-2,673
| -21% | -$194K | 0.01% | 132 |
|
|
2019
Q4 | $1.54M | Buy |
12,794
+982
| +8% | +$118K | 0.01% | 106 |
|
|
2019
Q3 | $1.4M | Buy |
11,812
+2,121
| +22% | +$252K | 0.01% | 105 |
|
|
2019
Q2 | $1.21M | Buy |
9,691
+2,909
| +43% | +$362K | 0.01% | 107 |
|
|
2019
Q1 | $835K | Buy |
6,782
+775
| +13% | +$95.4K | 0.01% | 117 |
|
|
2018
Q4 | $654K | Buy |
6,007
+1,590
| +36% | +$173K | 0.01% | 108 |
|
|
2018
Q3 | $540K | Buy |
4,417
+3,747
| +559% | +$458K | ﹤0.01% | 103 |
|
|
2018
Q2 | $85K | Buy |
+670
| New | +$85K | ﹤0.01% | 113 |
|