YWM
Yoder Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,257
| Closed | -$332K | – | 112 |
|
|
2024
Q3 | $332K | Buy |
2,257
+49
| +2% | +$7.22K | 0.2% | 75 |
|
|
2024
Q2 | $345K | Buy |
2,208
+3
| +0.1% | +$469 | 0.22% | 69 |
|
|
2024
Q1 | $348K | Buy |
2,205
+36
| +2% | +$5.68K | 0.23% | 69 |
|
|
2023
Q4 | $324K | Buy |
2,169
+23
| +1% | +$3.43K | 0.23% | 64 |
|
|
2023
Q3 | $362K | Sell |
2,146
-314
| -13% | -$52.9K | 0.3% | 56 |
|
|
2023
Q2 | $387K | Sell |
2,460
-430
| -15% | -$67.7K | 0.3% | 55 |
|
|
2023
Q1 | $472K | Buy |
+2,890
| New | +$472K | 0.39% | 49 |
|