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AE Wealth Management’s CVR Partners UAN Stock Holding History

AE Wealth Management’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,411
Closed -$598K – 2068
2023
Q2 		$598K Buy
7,411
+1,905
+35% +$154K ﹤0.01% 1291
2023
Q1 		$491K Buy
+5,506
New +$491K ﹤0.01% 1359