Future Financial Wealth Management’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $53.7K | Hold |
2,000
| – | – | 0.04% | 232 |
|
2025
Q1 | $38.8K | Hold |
2,000
| – | – | 0.03% | 262 |
|
2024
Q4 | $37.5K | Hold |
2,000
| – | – | 0.03% | 270 |
|
2024
Q3 | $46.1K | Buy |
+2,000
| New | +$46.1K | 0.03% | 263 |
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$71.3K | – | 185 |
|
2024
Q1 | $71.3K | Buy |
+2,000
| New | +$71.3K | 0.05% | 221 |
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$51K | – | 201 |
|
2022
Q1 | $51K | Hold |
2,000
| – | – | 0.04% | 259 |
|
2021
Q4 | $36K | Buy |
+2,000
| New | +$36K | 0.03% | 312 |
|