Geneos Wealth Management’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27
| Closed | -$2.05K | – | 3168 |
|
|
2024
Q4 | $2.05K | Hold |
27
| – | – | ﹤0.01% | 2591 |
|
|
2024
Q3 | $1.81K | Hold |
27
| – | – | ﹤0.01% | 2323 |
|
|
2024
Q2 | $2.04K | Buy |
+27
| New | +$2.04K | ﹤0.01% | 1885 |
|
|
2022
Q3 | – | Sell |
-30
| Closed | -$2K | – | 2563 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 2427 |
|
|
2022
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 2427 |
|
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 2611 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 2675 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2805 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 3067 |
|
|
2020
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 2838 |
|