HWAM
Hennion & Walsh Asset Management’s CVR Energy CVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
21,594
+47
| +0.2% | +$1.26K | 0.02% | 629 |
|
|
2025
Q1 | $418K | Sell |
21,547
-46
| -0.2% | -$892 | 0.02% | 685 |
|
|
2024
Q4 | $405K | Buy |
21,593
+356
| +2% | +$6.67K | 0.02% | 685 |
|
|
2024
Q3 | $489K | Buy |
21,237
+51
| +0.2% | +$1.18K | 0.02% | 623 |
|
|
2024
Q2 | $567K | Sell |
21,186
-239
| -1% | -$6.4K | 0.03% | 556 |
|
|
2024
Q1 | $764K | Buy |
21,425
+10,531
| +97% | +$376K | 0.04% | 481 |
|
|
2023
Q4 | $330K | Buy |
+10,894
| New | +$330K | 0.02% | 656 |
|