B. Riley Wealth Advisors’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,375
| Closed | -$218K | – | 819 |
|
|
2019
Q4 | $218K | Sell |
5,375
-115
| -2% | -$4.66K | 0.02% | 729 |
|
|
2019
Q3 | $242K | Sell |
5,490
-55
| -1% | -$2.42K | 0.02% | 670 |
|
|
2019
Q2 | $278K | Sell |
5,545
-37
| -0.7% | -$1.86K | 0.03% | 595 |
|
|
2019
Q1 | $230K | Buy |
+5,582
| New | +$230K | 0.03% | 599 |
|
|
2015
Q1 | – | Sell |
-9
| Closed | – | – | 858 |
|
|
2014
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 3675 |
|
|
2014
Q3 | – | Sell |
-9
| Closed | -$433 | – | 895 |
|
|
2014
Q2 | $433 | Buy |
+9
| New | +$433 | ﹤0.01% | 2336 |
|