TMD Wealth 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 |
-1,417
| Closed | -$223K | – | 57 |
|
|
2023
Q2 | $223K | Buy |
+1,417
| New | +$223K | 0.06% | 49 |
|
|
2023
Q1 | – | Sell |
-1,115
| Closed | -$200K | – | 50 |
|
|
2022
Q4 | $200K | Sell |
1,115
-323
| -22% | -$58K | 0.09% | 41 |
|
|
2022
Q3 | $207K | Buy |
+1,438
| New | +$207K | 0.09% | 40 |
|
|
2022
Q2 | – | Sell |
-1,308
| Closed | -$213K | – | 43 |
|
|
2022
Q1 | $213K | Buy |
+1,308
| New | +$213K | 0.08% | 44 |
|