Creative Planning’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $245K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $473K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $223K | Buy |
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|
2017
Q2 | $143K | Buy |
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|
2017
Q1 | $94K | Buy |
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|
2016
Q4 | $69K | Hold |
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|
2016
Q3 | $37K | Hold |
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|
2016
Q2 | $42K | Sell |
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|
2016
Q1 | $88K | Hold |
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|
2015
Q4 | $132K | Buy |
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|
2015
Q3 | $131K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $145K | Buy |
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|
2014
Q4 | $107K | Sell |
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|
2014
Q3 | $126K | Buy |
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|
2014
Q2 | $123K | Buy |
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|
2014
Q1 | $85K | Hold |
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|
2013
Q4 | $87K | Hold |
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|
2013
Q3 | $77K | Sell |
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|
2013
Q2 | $147K | Buy |
|