CWA
CVI icon

CM Wealth Advisors’s CVR Energy CVI Stock Holding History

CM Wealth Advisors’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,088
Closed -$212K – 232
2023
Q1 		$212K Buy
+8,088
New +$212K 0.04% 360