CVI Holdings’s Zeo Energy ZEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-435,103
| Closed | -$4.5M | – | 451 |
|
|
2022
Q4 | $4.5M | Sell |
435,103
-64,582
| -13% | -$668K | 0.57% | 57 |
|
|
2022
Q3 | $5.07M | Hold |
499,685
| – | – | 0.39% | 66 |
|
|
2022
Q2 | $5.02M | Hold |
499,685
| – | – | 0.37% | 68 |
|
|
2022
Q1 | $5M | Buy |
499,685
+1,225
| +0.2% | +$12.3K | 0.33% | 76 |
|
|
2021
Q4 | $4.95M | Buy |
+498,460
| New | +$4.95M | 0.33% | 70 |
|