EverSource Wealth Advisors’s CVR Energy CVI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.1K	Buy	1,102 +339	+44%	+$8.71K	﹤0.01%	2103
2025 Q4	$19.4K	Buy	763 +165	+28%	+$5.62K	﹤0.01%	2401
2025 Q3	$21.8K	Sell	598 -53	-8%	-$1.59K	﹤0.01%	2304
2025 Q2	$17.5K	Sell	651 -62	-9%	-$1.36K	﹤0.01%	2403
2025 Q1	$13.8K	Buy	713 +11	+2%	+$215	﹤0.01%	1911
2024 Q4	$13.2K	Buy	702 +385	+121%	+$7.78K	﹤0.01%	1863
2024 Q3	$7.3K	Hold	317	–	–	﹤0.01%	2044
2024 Q2	$9.07K	Buy	317 +18	+6%	+$547	﹤0.01%	1906
2024 Q1	$9.08K	Hold	299	–	–	﹤0.01%	1738
2023 Q4	$9.06K	Hold	299	–	–	﹤0.01%	1596
2023 Q3	$10.2K	Hold	299	–	–	﹤0.01%	1417
2023 Q2	$8.96K	Hold	299	–	–	﹤0.01%	1486
2023 Q1	$9.8K	Hold	299	–	–	﹤0.01%	1367
2022 Q4	$9.37K	Hold	299	–	–	﹤0.01%	1356
2022 Q3	$9K	Hold	299	–	–	﹤0.01%	1151
2022 Q2	$10K	Hold	299	–	–	﹤0.01%	1025
2022 Q1	$8K	Hold	299	–	–	﹤0.01%	1059
2021 Q4	$5K	Buy	+299	New	+$5.29K	﹤0.01%	1247