WAG
Windsor Advisory Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,720
| Closed | -$627K | – | 59 |
|
|
2023
Q3 | $627K | Buy |
3,720
+720
| +24% | +$121K | 1.49% | 17 |
|
|
2023
Q2 | $472K | Hold |
3,000
| – | – | 1.17% | 23 |
|
|
2023
Q1 | $490K | Sell |
3,000
-324
| -10% | -$52.9K | 1.17% | 21 |
|
|
2022
Q4 | $597K | Buy |
+3,324
| New | +$597K | 1.58% | 18 |
|