Wealthfront’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $8.32M | Sell |
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|
2018
Q2 | $9.79M | Sell |
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|
2018
Q1 | $9.57M | Buy |
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|
2017
Q4 | $10.3M | Buy |
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|
2017
Q3 | $7.87M | Buy |
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|
2017
Q2 | $5.78M | Buy |
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|
2017
Q1 | $5.79M | Buy |
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|
2016
Q4 | $6.11M | Buy |
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|
2016
Q3 | $4.23M | Sell |
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|
2016
Q2 | $4.35M | Buy |
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|
2016
Q1 | $3.44M | Sell |
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|
2015
Q4 | $3.58M | Buy |
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|
2015
Q3 | $1.81M | Buy |
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|
2015
Q2 | $771K | Buy |
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|
2015
Q1 | $367K | Buy |
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|
2014
Q4 | $264K | Sell |
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|
2014
Q3 | $817K | Sell |
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|
2014
Q2 | $922K | Buy |
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|
2014
Q1 | $373K | Buy |
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