Win Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-351
| Closed | -$63K | – | 55 |
|
|
2022
Q4 | $63K | Buy |
351
+30
| +9% | +$5.39K | 0.02% | 27 |
|
|
2022
Q3 | $46K | Buy |
321
+5
| +2% | +$717 | 0.02% | 27 |
|
|
2022
Q2 | $46K | Buy |
316
+120
| +61% | +$17.5K | 0.09% | 44 |
|
|
2022
Q1 | $32K | Buy |
+196
| New | +$32K | 0.01% | 92 |
|