Foster & Motley’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,168
| Closed | -$218K | – | 263 |
|
|
2020
Q1 | $218K | Sell |
13,168
-11,331
| -46% | -$188K | 0.03% | 236 |
|
|
2019
Q4 | $990K | Buy |
24,499
+2,467
| +11% | +$99.7K | 0.12% | 143 |
|
|
2019
Q3 | $970K | Buy |
22,032
+9,308
| +73% | +$410K | 0.13% | 140 |
|
|
2019
Q2 | $636K | Buy |
+12,724
| New | +$636K | 0.09% | 174 |
|