Winifred I. Li’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $151K | Sell |
1,345
-780
| -37% | -$87.6K | 0.14% | 137 |
|
|
2014
Q3 | $253K | Sell |
2,125
-3,355
| -61% | -$399K | 0.24% | 93 |
|
|
2014
Q2 | $715K | Sell |
5,480
-287
| -5% | -$37.4K | 0.61% | 53 |
|
|
2014
Q1 | $686K | Sell |
5,767
-184
| -3% | -$21.9K | 0.59% | 57 |
|
|
2013
Q4 | $743K | Sell |
5,951
-95
| -2% | -$11.9K | 0.64% | 47 |
|
|
2013
Q3 | $734K | Sell |
6,046
-504
| -8% | -$61.2K | 0.68% | 38 |
|
|
2013
Q2 | $775K | Buy |
+6,550
| New | +$775K | 0.72% | 37 |
|