Glassman Wealth Services’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15
| Closed | -$455 | – | 601 |
|
|
2023
Q4 | $455 | Hold |
15
| – | – | ﹤0.01% | 1739 |
|
|
2023
Q3 | $510 | Hold |
15
| – | – | ﹤0.01% | 1730 |
|
|
2023
Q2 | $449 | Hold |
15
| – | – | ﹤0.01% | 1662 |
|
|
2023
Q1 | $492 | Hold |
15
| – | – | ﹤0.01% | 1619 |
|
|
2022
Q4 | $470 | Hold |
15
| – | – | ﹤0.01% | 1640 |
|
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1723 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1383 |
|
|
2022
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1689 |
|
|
2021
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 1683 |
|
|
2021
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1628 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | – | – | 1354 |
|
|
2020
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1284 |
|
|
2020
Q1 | $0 | Buy |
15
+8
| +114% | – | ﹤0.01% | 1210 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1228 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1067 |
|
|
2018
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 819 |
|
|
2018
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 841 |
|
|
2018
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 827 |
|
|
2018
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 770 |
|