Caldwell Trust’s CVR Energy CVI Stock Holding History

Caldwell Trust’s Portfolio CVI Stock Details CVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-120
2020 Q2	$2.41K	Hold	120
2020 Q1	$1.98K	Hold	120
2019 Q4	$4.85K	Buy	+120