TFA
Tranquilli Financial Advisor’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,736
| Closed | -$274K | – | 110 |
|
|
2024
Q1 | $274K | Buy |
1,736
+185
| +12% | +$29.2K | 0.18% | 90 |
|
|
2023
Q4 | $231K | Sell |
1,551
-129
| -8% | -$19.2K | 0.16% | 91 |
|
|
2023
Q3 | $283K | Buy |
1,680
+49
| +3% | +$8.26K | 0.2% | 79 |
|
|
2023
Q2 | $257K | Buy |
+1,631
| New | +$257K | 0.18% | 79 |
|