Cypress Financial Planning’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Hold |
3,500
| – | – | 0.1% | 67 |
|
|
2025
Q1 | $263K | Hold |
3,500
| – | – | 0.09% | 69 |
|
|
2024
Q4 | $266K | Hold |
3,500
| – | – | 0.1% | 68 |
|
|
2024
Q3 | $235K | Hold |
3,500
| – | – | 0.09% | 68 |
|
|
2024
Q2 | $265K | Hold |
3,500
| – | – | 0.11% | 61 |
|
|
2024
Q1 | $275K | Hold |
3,500
| – | – | 0.13% | 57 |
|
|
2023
Q4 | $243K | Sell |
3,500
-500
| -13% | -$34.7K | 0.22% | 34 |
|
|
2023
Q3 | $330K | Hold |
4,000
| – | – | 0.19% | 42 |
|
|
2023
Q2 | $332K | Hold |
4,000
| – | – | 0.19% | 42 |
|
|
2023
Q1 | $360K | Buy |
4,000
+1,500
| +60% | +$135K | 0.22% | 38 |
|
|
2022
Q4 | $257K | Buy |
+2,500
| New | +$257K | 0.17% | 47 |
|