Financial Architects (New Jersey)’s CVR Refining, LP CVRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-350
| Closed | -$3K | – | 1506 |
|
|
2017
Q3 | $3K | Hold |
350
| – | – | ﹤0.01% | 1296 |
|
|
2017
Q2 | $3K | Hold |
350
| – | – | ﹤0.01% | 1291 |
|
|
2017
Q1 | $3K | Hold |
350
| – | – | ﹤0.01% | 1310 |
|
|
2016
Q4 | $4K | Hold |
350
| – | – | ﹤0.01% | 1194 |
|
|
2016
Q3 | $3K | Hold |
350
| – | – | ﹤0.01% | 1254 |
|
|
2016
Q2 | $3K | Sell |
350
-1,000
| -74% | -$8.57K | ﹤0.01% | 1228 |
|
|
2016
Q1 | $16K | Buy |
+1,350
| New | +$16K | 0.01% | 623 |
|
|
2015
Q3 | – | Sell |
-350
| Closed | -$6K | – | 1055 |
|
|
2015
Q2 | $6K | Hold |
350
| – | – | ﹤0.01% | 904 |
|
|
2015
Q1 | $7K | Buy |
+350
| New | +$7K | ﹤0.01% | 805 |
|