Householder Group Estate & Retirement Specialist’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $59K | Sell |
785
-328
| -29% | -$24.7K | 0.04% | 201 |
|
|
2024
Q3 | $74K | Sell |
1,113
-191
| -15% | -$12.7K | 0.02% | 416 |
|
|
2024
Q2 | $98K | Sell |
1,304
-2,733
| -68% | -$205K | 0.03% | 356 |
|
|
2024
Q1 | $317K | Sell |
4,037
-737
| -15% | -$57.9K | 0.09% | 180 |
|
|
2023
Q4 | $312K | Sell |
4,774
-686
| -13% | -$44.8K | 0.1% | 179 |
|
|
2023
Q3 | $451K | Buy |
+5,460
| New | +$451K | 0.16% | 116 |
|
|
2023
Q1 | $374K | Buy |
+4,190
| New | +$374K | 0.14% | 141 |
|