WealthTrust-Arizona’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $79K | Sell |
725
-106
| -13% | -$11.6K | 0.05% | 110 |
|
|
2018
Q3 | $102K | Buy |
831
+167
| +25% | +$20.5K | 0.05% | 101 |
|
|
2018
Q2 | $84K | Sell |
664
-108
| -14% | -$13.7K | 0.04% | 104 |
|
|
2018
Q1 | $88K | Sell |
772
-139
| -15% | -$15.8K | 0.05% | 110 |
|
|
2017
Q4 | $114K | Buy |
911
+135
| +17% | +$16.9K | 0.06% | 96 |
|
|
2017
Q3 | $91K | Buy |
776
+10
| +1% | +$1.17K | 0.05% | 105 |
|
|
2017
Q2 | $80K | Sell |
766
-24
| -3% | -$2.51K | 0.04% | 113 |
|
|
2017
Q1 | $85K | Buy |
790
+1
| +0.1% | +$108 | 0.05% | 102 |
|
|
2016
Q4 | $93K | Hold |
789
| – | – | 0.05% | 97 |
|
|
2016
Q3 | $81K | Buy |
789
+1
| +0.1% | +$103 | 0.05% | 100 |
|
|
2016
Q2 | $83K | Sell |
788
-3,019
| -79% | -$318K | 0.05% | 103 |
|
|
2016
Q1 | $363K | Buy |
3,807
+1
| +0% | +$95 | 0.23% | 40 |
|
|
2015
Q4 | $342K | Sell |
3,806
-2,932
| -44% | -$263K | 0.21% | 46 |
|
|
2015
Q3 | $531K | Buy |
6,738
+5
| +0.1% | +$394 | 0.33% | 29 |
|
|
2015
Q2 | $650K | Sell |
6,733
-19
| -0.3% | -$1.83K | 0.39% | 27 |
|
|
2015
Q1 | $709K | Buy |
6,752
+13
| +0.2% | +$1.37K | 0.43% | 27 |
|
|
2014
Q4 | $756K | Sell |
6,739
-8
| -0.1% | -$897 | 0.63% | 28 |
|
|
2014
Q3 | $805K | Buy |
6,747
+10
| +0.1% | +$1.19K | 0.89% | 29 |
|
|
2014
Q2 | $880K | Sell |
6,737
-33
| -0.5% | -$4.31K | 0.94% | 29 |
|
|
2014
Q1 | $805K | Buy |
6,770
+92
| +1% | +$10.9K | 0.91% | 29 |
|
|
2013
Q4 | $834K | Sell |
6,678
-16
| -0.2% | -$2K | 0.97% | 29 |
|
|
2013
Q3 | $813K | Hold |
6,694
| – | – | 1.02% | 28 |
|
|
2013
Q2 | $792K | Buy |
+6,694
| New | +$792K | 1.07% | 26 |
|