Unified Trust Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,826
| Closed | -$340K | – | 58 |
|
|
2019
Q4 | $340K | Buy |
2,826
+250
| +10% | +$30.1K | 0.21% | 48 |
|
|
2019
Q3 | $305K | Hold |
2,576
| – | – | 0.2% | 48 |
|
|
2019
Q2 | $320K | Hold |
2,576
| – | – | 0.22% | 42 |
|
|
2019
Q1 | $317K | Hold |
2,576
| – | – | 0.24% | 44 |
|
|
2018
Q4 | $280K | Buy |
+2,576
| New | +$280K | 0.25% | 47 |
|