HighMark Wealth Management’s CVRx CVRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6K | Hold |
3,000
| – | – | 0.01% | 239 |
|
|
2025
Q1 | $36.7K | Hold |
3,000
| – | – | 0.02% | 152 |
|
|
2024
Q4 | $38K | Hold |
3,000
| – | – | 0.02% | 147 |
|
|
2024
Q3 | $26.4K | Buy |
+3,000
| New | +$26.4K | 0.01% | 180 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$18.2K | – | 597 |
|
|
2024
Q1 | $18.2K | Hold |
1,000
| – | – | 0.01% | 209 |
|
|
2023
Q4 | $31.4K | Sell |
1,000
-1,250
| -56% | -$39.3K | 0.02% | 161 |
|
|
2023
Q3 | $34.1K | Buy |
2,250
+600
| +36% | +$9.1K | 0.03% | 138 |
|
|
2023
Q2 | $25.5K | Buy |
+1,650
| New | +$25.5K | 0.02% | 161 |
|