Capital Advisors Ltd’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 1049 |
|
|
2025
Q1 | – | Sell |
-19
| Closed | – | – | 1389 |
|
|
2024
Q4 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1414 |
|
|
2024
Q3 | – | Sell |
-77
| Closed | -$2K | – | 1422 |
|
|
2024
Q2 | $2K | Buy |
77
+1
| +1% | +$26 | ﹤0.01% | 1045 |
|
|
2024
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 963 |
|
|
2023
Q4 | $2K | Hold |
76
| – | – | ﹤0.01% | 997 |
|
|
2023
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 926 |
|
|
2023
Q2 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 1000 |
|