TP
Truvvo Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-22,773
| Closed | -$2.68K | – | 118 |
|
|
2016
Q4 | $2.68K | Sell |
22,773
-34,000
| -60% | -$4K | 0.94% | 21 |
|
|
2016
Q3 | $5.84M | Hold |
56,773
| – | – | 2.63% | 8 |
|
|
2016
Q2 | $5.95M | Sell |
56,773
-65,131
| -53% | -$6.83M | 3.06% | 6 |
|
|
2016
Q1 | $11.6M | Buy |
+121,904
| New | +$11.6M | 5.24% | 4 |
|