Carson Wealth (CWM LLC)’s CVR Energy CVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
8,248
+5,572
| +208% | +$149K | ﹤0.01% | 2085 |
|
|
2025
Q1 | $52K | Buy |
2,676
+2,014
| +304% | +$39.1K | ﹤0.01% | 2952 |
|
|
2024
Q4 | $12K | Sell |
662
-1,128
| -63% | -$20.4K | ﹤0.01% | 3742 |
|
|
2024
Q3 | $41K | Buy |
1,790
+931
| +108% | +$21.3K | ﹤0.01% | 2835 |
|
|
2024
Q2 | $23K | Buy |
859
+782
| +1,016% | +$20.9K | ﹤0.01% | 3011 |
|
|
2024
Q1 | $3K | Buy |
77
+60
| +353% | +$2.34K | ﹤0.01% | 3826 |
|
|
2023
Q4 | $1K | Sell |
17
-19
| -53% | -$1.12K | ﹤0.01% | 3923 |
|
|
2023
Q3 | $1K | Sell |
36
-17
| -32% | -$472 | ﹤0.01% | 3950 |
|
|
2023
Q2 | $2K | Sell |
53
-424
| -89% | -$16K | ﹤0.01% | 3764 |
|
|
2023
Q1 | $16K | Hold |
477
| – | – | ﹤0.01% | 2639 |
|
|
2022
Q4 | $15K | Hold |
477
| – | – | ﹤0.01% | 2543 |
|
|
2022
Q3 | $14K | Buy |
477
+9
| +2% | +$264 | ﹤0.01% | 2453 |
|
|
2022
Q2 | $16K | Hold |
468
| – | – | ﹤0.01% | 2256 |
|
|
2022
Q1 | $12K | Buy |
468
+16
| +4% | +$410 | ﹤0.01% | 2358 |
|
|
2021
Q4 | $8K | Buy |
+452
| New | +$8K | ﹤0.01% | 2463 |
|
|
2021
Q2 | $8K | Hold |
442
| – | – | ﹤0.01% | 2176 |
|
|
2021
Q1 | $8K | Hold |
442
| – | – | ﹤0.01% | 2176 |
|
|
2020
Q4 | $8K | Hold |
442
| – | – | ﹤0.01% | 2176 |
|
|
2020
Q3 | $8K | Hold |
442
| – | – | ﹤0.01% | 2176 |
|
|
2020
Q2 | $8K | Hold |
442
| – | – | ﹤0.01% | 2176 |
|
|
2020
Q1 | $8K | Hold |
442
| – | – | ﹤0.01% | 2176 |
|
|
2019
Q4 | $8K | Hold |
442
| – | – | ﹤0.01% | 2176 |
|
|
2019
Q3 | $8K | Hold |
442
| – | – | ﹤0.01% | 2176 |
|
|
2019
Q2 | $8K | Hold |
442
| – | – | ﹤0.01% | 2176 |
|
|
2019
Q1 | $8K | Buy |
+442
| New | +$8K | ﹤0.01% | 2176 |
|
|
2018
Q4 | – | Sell |
-27
| Closed | -$1K | – | 2106 |
|
|
2018
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1635 |
|