YorkBridge Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $622K | Sell |
3,464
-815
| -19% | -$146K | 0.16% | 113 |
|
|
2022
Q3 | $615K | Buy |
4,279
+694
| +19% | +$99.7K | 0.16% | 107 |
|
|
2022
Q2 | $519K | Buy |
3,585
+121
| +3% | +$17.5K | 0.14% | 125 |
|
|
2022
Q1 | $564K | Sell |
3,464
-100
| -3% | -$16.3K | 0.12% | 126 |
|
|
2021
Q4 | $418K | Sell |
3,564
-65
| -2% | -$7.62K | 0.09% | 178 |
|
|
2021
Q3 | $368K | Buy |
3,629
+165
| +5% | +$16.7K | 0.09% | 184 |
|
|
2021
Q2 | $363K | Hold |
3,464
| – | – | 0.09% | 172 |
|
|
2021
Q1 | $363K | Buy |
3,464
+350
| +11% | +$36.7K | 0.11% | 157 |
|
|
2020
Q4 | $263K | Sell |
3,114
-467
| -13% | -$39.4K | 0.09% | 162 |
|
|
2020
Q3 | $258K | Sell |
3,581
-1,991
| -36% | -$143K | 0.11% | 150 |
|
|
2020
Q2 | $437K | Buy |
5,572
+420
| +8% | +$32.9K | 0.2% | 96 |
|
|
2020
Q1 | $325K | Sell |
5,152
-973
| -16% | -$61.4K | 0.2% | 109 |
|
|
2019
Q4 | $648K | Sell |
6,125
-274
| -4% | -$29K | 0.3% | 85 |
|
|
2019
Q3 | $669K | Buy |
6,399
+281
| +5% | +$29.4K | 0.34% | 79 |
|
|
2019
Q2 | $667K | Buy |
6,118
+281
| +5% | +$30.6K | 0.3% | 80 |
|
|
2019
Q1 | $625K | Sell |
5,837
-233
| -4% | -$24.9K | 0.29% | 80 |
|
|
2018
Q4 | $581K | Buy |
6,070
+14
| +0.2% | +$1.34K | 0.31% | 81 |
|
|
2018
Q3 | $662K | Sell |
6,056
-349
| -5% | -$38.2K | 0.3% | 77 |
|
|
2018
Q2 | $717K | Sell |
6,405
-53
| -0.8% | -$5.93K | 0.31% | 78 |
|
|
2018
Q1 | $685K | Buy |
6,458
+188
| +3% | +$19.9K | 0.32% | 82 |
|
|
2017
Q4 | $627K | Sell |
6,270
-167
| -3% | -$16.7K | 0.3% | 82 |
|
|
2017
Q3 | $674K | Buy |
6,437
+186
| +3% | +$19.5K | 0.35% | 72 |
|
|
2017
Q2 | $569K | Buy |
6,251
+910
| +17% | +$82.8K | 0.3% | 81 |
|
|
2017
Q1 | $563K | Sell |
5,341
-196
| -4% | -$20.7K | 0.29% | 81 |
|
|
2016
Q4 | $615K | Buy |
+5,537
| New | +$615K | 0.36% | 77 |
|