VAM
Visionary Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-24,709
| Closed | -$2.9M | – | 282 |
|
|
2017
Q3 | $2.9M | Sell |
24,709
-2,215
| -8% | -$260K | 0.84% | 44 |
|
|
2017
Q2 | $2.81M | Sell |
26,924
-2,308
| -8% | -$241K | 0.82% | 57 |
|
|
2017
Q1 | $3.14M | Buy |
29,232
+1,346
| +5% | +$145K | 0.97% | 52 |
|
|
2016
Q4 | $3.28M | Buy |
+27,886
| New | +$3.28M | 1.07% | 28 |
|
|
2014
Q3 | – | Sell |
-455
| Closed | -$59K | – | 174 |
|
|
2014
Q2 | $59K | Buy |
+455
| New | +$59K | 0.01% | 144 |
|
|
2013
Q4 | – | Sell |
-6,076
| Closed | -$734K | – | 66 |
|
|
2013
Q3 | $734K | Buy |
+6,076
| New | +$734K | 0.23% | 29 |
|