Avior Wealth Management’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2333 |
|
|
2024
Q2 | – | Sell |
-11
| Closed | -$392 | – | 2617 |
|
|
2024
Q1 | $392 | Buy |
+11
| New | +$392 | ﹤0.01% | 2636 |
|
|
2022
Q1 | – | Sell |
-330
| Closed | -$5K | – | 1122 |
|
|
2021
Q4 | $5K | Hold |
330
| – | – | ﹤0.01% | 876 |
|
|
2021
Q3 | $5K | Hold |
330
| – | – | ﹤0.01% | 847 |
|
|
2021
Q2 | $5K | Hold |
330
| – | – | ﹤0.01% | 812 |
|
|
2021
Q1 | $6K | Hold |
330
| – | – | ﹤0.01% | 814 |
|
|
2020
Q4 | $4K | Hold |
330
| – | – | ﹤0.01% | 803 |
|
|
2020
Q3 | $4K | Hold |
330
| – | – | ﹤0.01% | 758 |
|
|
2020
Q2 | $6K | Hold |
330
| – | – | ﹤0.01% | 706 |
|
|
2020
Q1 | $5K | Hold |
330
| – | – | ﹤0.01% | 627 |
|
|
2019
Q4 | $13K | Hold |
330
| – | – | ﹤0.01% | 575 |
|
|
2019
Q3 | $14K | Buy |
330
+80
| +32% | +$3.39K | ﹤0.01% | 556 |
|
|
2019
Q2 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 575 |
|