DPW
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DiNuzzo Private Wealth’s CVR Energy CVI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$54 Sell
2
-3
-60% -$81 ﹤0.01% 1323
2025
Q1
$97 Hold
5
﹤0.01% 1300
2024
Q4
$94 Sell
5
-2
-29% -$38 ﹤0.01% 1340
2024
Q3
$162 Sell
7
-6
-46% -$139 ﹤0.01% 1322
2024
Q2
$349 Buy
13
+5
+63% +$134 ﹤0.01% 1151
2024
Q1
$286 Hold
8
﹤0.01% 1136
2023
Q4
$243 Buy
+8
New +$243 ﹤0.01% 1181