TWM
Torch Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.39M | Buy |
11,504
+625
| +6% | +$75.3K | 0.77% | 46 |
|
|
2019
Q3 | $1.29M | Sell |
10,879
-165
| -1% | -$19.6K | 0.76% | 46 |
|
|
2019
Q2 | $1.37M | Sell |
11,044
-50
| -0.5% | -$6.22K | 0.82% | 47 |
|
|
2019
Q1 | $1.37M | Buy |
11,094
+100
| +0.9% | +$12.3K | 0.84% | 48 |
|
|
2018
Q4 | $1.2M | Sell |
10,994
-75
| -0.7% | -$8.16K | 0.86% | 46 |
|
|
2018
Q3 | $1.35M | Sell |
11,069
-110
| -1% | -$13.5K | 0.81% | 50 |
|
|
2018
Q2 | $1.41M | Buy |
11,179
+50
| +0.4% | +$6.32K | 0.89% | 45 |
|
|
2018
Q1 | $1.27M | Sell |
11,129
-650
| -6% | -$74.1K | 0.82% | 46 |
|
|
2017
Q4 | $1.48M | Buy |
11,779
+125
| +1% | +$15.7K | 0.9% | 41 |
|
|
2017
Q3 | $1.37M | Buy |
11,654
+25
| +0.2% | +$2.94K | 0.9% | 44 |
|
|
2017
Q2 | $1.21M | Sell |
11,629
-2,725
| -19% | -$284K | 0.84% | 47 |
|
|
2017
Q1 | $1.54M | Hold |
14,354
| – | – | 1.03% | 38 |
|
|
2016
Q4 | $1.69M | Buy |
14,354
+2,500
| +21% | +$294K | 1.19% | 29 |
|
|
2016
Q3 | $1.22M | Sell |
11,854
-100
| -0.8% | -$10.3K | 0.89% | 47 |
|
|
2016
Q2 | $1.25M | Buy |
11,954
+100
| +0.8% | +$10.5K | 0.92% | 45 |
|
|
2016
Q1 | $1.13M | Buy |
11,854
+150
| +1% | +$14.3K | 0.85% | 48 |
|
|
2015
Q4 | $1.05M | Sell |
11,704
-2,650
| -18% | -$238K | 0.77% | 49 |
|
|
2015
Q3 | $1.13M | Sell |
14,354
-1,895
| -12% | -$149K | 0.87% | 48 |
|
|
2015
Q2 | $1.57M | Sell |
16,249
-100
| -0.6% | -$9.65K | 1.09% | 36 |
|
|
2015
Q1 | $1.72M | Buy |
+16,349
| New | +$1.72M | 1.33% | 27 |
|
|
2014
Q3 | – | Sell |
-1,364
| Closed | -$178K | – | 136 |
|
|
2014
Q2 | $178K | Hold |
1,364
| – | – | 0.12% | 101 |
|
|
2014
Q1 | $162K | Hold |
1,364
| – | – | 0.12% | 97 |
|
|
2013
Q4 | $170K | Buy |
+1,364
| New | +$170K | 0.13% | 91 |
|