HI
CVI icon

Harbour Investments’s CVR Energy CVI Stock Holding History

Harbour Investments’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
2026
Q1 		$96K Buy
2,852
+2,131
+296% +$54.8K ﹤0.01% 1967
2025
Q4 		$18.3K Buy
721
+272
+61% +$9.26K ﹤0.01% 2449
2025
Q3 		$16.4K Hold
449
– – ﹤0.01% 2452
2025
Q2 		$12.1K Hold
449
– – ﹤0.01% 2469
2025
Q1 		$8.71K Hold
449
– – ﹤0.01% 2589
2024
Q4 		$8.41K Hold
449
– – ﹤0.01% 2524
2024
Q3 		$10.3K Hold
449
– – ﹤0.01% 2345
2024
Q2 		$12K Buy
449
+311
+225% +$9.45K ﹤0.01% 2175
2024
Q1 		$4.92K Buy
+138
New +$4.58K ﹤0.01% 2490
2021
Q4 		– Sell
-3,401
Closed -$57K – 2853
2021
Q3 		$57K Hold
3,401
– – ﹤0.01% 1689
2021
Q2 		$61K Hold
3,401
– – ﹤0.01% 1696
2021
Q1 		$65K Buy
+3,401
New +$69.1K ﹤0.01% 1519

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IC
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VPM
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State Street
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Dimensional Fund Advisors
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VCM
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Allianz Asset Management
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CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return