VWM
Vector Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $460K | Sell |
3,904
-8
| -0.2% | -$943 | 0.32% | 43 |
|
|
2016
Q3 | $403K | Sell |
3,912
-358
| -8% | -$36.9K | 0.28% | 47 |
|
|
2016
Q2 | $448K | Buy |
4,270
+28
| +0.7% | +$2.94K | 0.31% | 42 |
|
|
2016
Q1 | $405K | Buy |
4,242
+275
| +7% | +$26.3K | 0.3% | 40 |
|
|
2015
Q4 | $357K | Buy |
3,967
+149
| +4% | +$13.4K | 0.28% | 47 |
|
|
2015
Q3 | $349K | Buy |
3,818
+93
| +2% | +$8.5K | 0.27% | 47 |
|
|
2015
Q2 | $360K | Buy |
3,725
+11
| +0.3% | +$1.06K | 0.28% | 44 |
|
|
2015
Q1 | $390K | Sell |
3,714
-41
| -1% | -$4.31K | 0.32% | 36 |
|
|
2014
Q4 | $421K | Buy |
3,755
+193
| +5% | +$21.6K | 0.32% | 31 |
|
|
2014
Q3 | $425K | Buy |
3,562
+610
| +21% | +$72.8K | 0.31% | 30 |
|
|
2014
Q2 | $386K | Buy |
2,952
+590
| +25% | +$77.1K | 0.28% | 33 |
|
|
2014
Q1 | $280K | Buy |
2,362
+85
| +4% | +$10.1K | 0.2% | 36 |
|
|
2013
Q4 | $284K | Sell |
2,277
-326
| -13% | -$40.7K | 0.2% | 38 |
|
|
2013
Q3 | $316K | Sell |
2,603
-165
| -6% | -$20K | 0.23% | 42 |
|
|
2013
Q2 | $327K | Buy |
+2,768
| New | +$327K | 0.24% | 39 |
|