Edgestream Partners’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
+13,191
| New | +$354K | 0.01% | 773 |
|
|
2024
Q2 | – | Sell |
-79,153
| Closed | -$2.82M | – | 883 |
|
|
2024
Q1 | $2.82M | Buy |
79,153
+47,433
| +150% | +$1.69M | 0.14% | 248 |
|
|
2023
Q4 | $961K | Buy |
31,720
+10,596
| +50% | +$321K | 0.07% | 451 |
|
|
2023
Q3 | $719K | Buy |
+21,124
| New | +$719K | 0.06% | 498 |
|