Clarus Wealth Advisors’s CVR Energy CVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,879
| Closed | -$244K | – | 223 |
|
|
2019
Q2 | $244K | Sell |
4,879
-511
| -9% | -$25.6K | 0.18% | 88 |
|
|
2019
Q1 | $222K | Sell |
5,390
-1,760
| -25% | -$72.5K | 0.17% | 83 |
|
|
2018
Q4 | $247K | Buy |
7,150
+6,834
| +2,163% | +$236K | 0.39% | 53 |
|
|
2018
Q3 | $13K | Buy |
316
+10
| +3% | +$411 | 0.01% | 497 |
|
|
2018
Q2 | $9K | Buy |
+306
| New | +$9K | 0.01% | 539 |
|