EverSource Wealth Advisors’s CVR Energy CVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Sell |
651
-62
| -9% | -$1.67K | ﹤0.01% | 2395 |
|
|
2025
Q1 | $13.8K | Buy |
713
+11
| +2% | +$213 | ﹤0.01% | 1909 |
|
|
2024
Q4 | $13.2K | Buy |
702
+385
| +121% | +$7.22K | ﹤0.01% | 1863 |
|
|
2024
Q3 | $7.3K | Hold |
317
| – | – | ﹤0.01% | 2044 |
|
|
2024
Q2 | $9.07K | Buy |
317
+18
| +6% | +$515 | ﹤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% | 1366 |
|
|
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 | +$5K | ﹤0.01% | 1247 |
|