Financial Gravity Asset Management’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$153 | – | 1684 |
|
|
2024
Q1 | $153 | Buy |
+5
| New | +$153 | ﹤0.01% | 1664 |
|
|
2020
Q1 | – | Sell |
-24
| Closed | -$40K | – | 1167 |
|
|
2019
Q4 | $40K | Sell |
24
-8
| -25% | -$13.3K | 0.03% | 740 |
|
|
2019
Q3 | $1K | Sell |
32
-5
| -14% | -$156 | ﹤0.01% | 1003 |
|
|
2019
Q2 | $2K | Buy |
37
+9
| +32% | +$486 | ﹤0.01% | 878 |
|
|
2019
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1067 |
|
|
2018
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1101 |
|