WealthTrust Fairport’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $974K | Sell |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.14M | Sell |
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|
2017
Q3 | $1.07M | Sell |
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|
2017
Q2 | $955K | Buy |
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|
2017
Q1 | $976K | Buy |
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|
2016
Q4 | $1.05M | Hold |
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|
2016
Q3 | $920K | Hold |
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|
2016
Q2 | $937K | Sell |
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|
2016
Q1 | $891K | Sell |
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|
2015
Q4 | $863K | Sell |
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|
2015
Q3 | $788K | Buy |
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|
2015
Q2 | $909K | Sell |
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|
2015
Q1 | $1.02M | Sell |
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|
2014
Q4 | $1.1M | Sell |
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|
2014
Q3 | $1.18M | Sell |
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|
2014
Q2 | $1.33M | Buy |
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|
2014
Q1 | $1.12M | Sell |
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|
2013
Q4 | $1.19M | Sell |
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|
2013
Q3 | $1.39M | Buy |
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|
2013
Q2 | $1.32M | Buy |
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