Allworth Financial’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33K | Buy |
+15
| New | +$1.33K | ﹤0.01% | 3863 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$404 | – | 3550 |
|
|
2023
Q2 | $404 | Buy |
+5
| New | +$404 | ﹤0.01% | 2935 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | – | – | 1376 |
|
|
2020
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 1334 |
|
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1016 |
|
|
2019
Q3 | $1K | Buy |
22
+1
| +5% | +$45 | ﹤0.01% | 922 |
|
|
2019
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 910 |
|
|
2019
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 927 |
|