Welch Capital Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-12,590
| Closed | -$1.64M | – | 37 |
|
|
2014
Q2 | $1.64M | Sell |
12,590
-1,894
| -13% | -$247K | 0.58% | 30 |
|
|
2014
Q1 | $1.72M | Hold |
14,484
| – | – | 0.61% | 30 |
|
|
2013
Q4 | $1.81M | Hold |
14,484
| – | – | 0.61% | 30 |
|
|
2013
Q3 | $1.76M | Hold |
14,484
| – | – | 0.6% | 33 |
|
|
2013
Q2 | $1.71M | Buy |
+14,484
| New | +$1.71M | 0.6% | 33 |
|