Walled Lake Planning & Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-34,134
| Closed | -$4.01M | – | 92 |
|
|
2021
Q4 | $4.01M | Sell |
34,134
-829
| -2% | -$97.3K | 2.32% | 21 |
|
|
2021
Q3 | $3.55M | Buy |
34,963
+690
| +2% | +$70K | 2.19% | 21 |
|
|
2021
Q2 | $3.59M | Buy |
34,273
+235
| +0.7% | +$24.6K | 2.34% | 18 |
|
|
2021
Q1 | $3.57M | Buy |
34,038
+233
| +0.7% | +$24.4K | 2.47% | 19 |
|
|
2020
Q4 | $2.86M | Sell |
33,805
-17
| -0.1% | -$1.44K | 2.17% | 20 |
|
|
2020
Q3 | $2.44M | Buy |
33,822
+727
| +2% | +$52.3K | 1.97% | 20 |
|
|
2020
Q2 | $2.95M | Sell |
33,095
-622
| -2% | -$55.5K | 2.47% | 18 |
|
|
2020
Q1 | $2.44M | Sell |
33,717
-1,368
| -4% | -$99.1K | 2.23% | 20 |
|
|
2019
Q4 | $4.23M | Buy |
+35,085
| New | +$4.23M | 3.05% | 16 |
|