Winthrop Partners - WNY’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.65M | Buy |
13,911
+833
| +6% | +$98.8K | 1.12% | 29 |
|
|
2019
Q2 | $1.63M | Buy |
13,078
+409
| +3% | +$50.9K | 1.22% | 29 |
|
|
2019
Q1 | $1.58M | Buy |
12,669
+1,281
| +11% | +$160K | 1.23% | 28 |
|
|
2018
Q4 | $1.24M | Sell |
11,388
-584
| -5% | -$63.5K | 1.16% | 28 |
|
|
2018
Q3 | $1.46M | Buy |
11,972
+769
| +7% | +$94K | 1.18% | 28 |
|
|
2018
Q2 | $1.42M | Sell |
11,203
-404
| -3% | -$51.1K | 1.18% | 29 |
|
|
2018
Q1 | $1.35M | Buy |
11,607
+44
| +0.4% | +$5.1K | 1.04% | 29 |
|
|
2017
Q4 | $1.36M | Buy |
+11,563
| New | +$1.36M | 1.11% | 27 |
|