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Future Financial Wealth Management’s CVR Energy CVI Stock Holding History

Future Financial Wealth Management’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,000
Closed -$73K – 187
2025
Q3 		$73K Hold
2,000
– – 0.05% 211
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 +$49.5K 0.03% 263
2024
Q2 		– Sell
-2,000
Closed -$71.3K – 185
2024
Q1 		$71.3K Buy
+2,000
New +$66.4K 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 +$35.4K 0.03% 312

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Two Sigma Investments
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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return