IFP Advisors’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.88K | Hold |
100
| – | – | ﹤0.01% | 2994 |
|
|
2025
Q1 | $7.52K | Hold |
100
| – | – | ﹤0.01% | 2670 |
|
|
2024
Q4 | $7.6K | Hold |
100
| – | – | ﹤0.01% | 2642 |
|
|
2024
Q3 | $6.71K | Hold |
100
| – | – | ﹤0.01% | 2571 |
|
|
2024
Q2 | $7.57K | Hold |
100
| – | – | ﹤0.01% | 2432 |
|
|
2024
Q1 | $7.86K | Hold |
100
| – | – | ﹤0.01% | 2319 |
|
|
2023
Q4 | $6.55K | Buy |
+100
| New | +$6.55K | ﹤0.01% | 2332 |
|
|
2023
Q1 | – | Sell |
-260
| Closed | -$4K | – | 4376 |
|
|
2022
Q4 | $4K | Buy |
260
+81
| +45% | +$1.25K | ﹤0.01% | 3938 |
|
|
2022
Q3 | $4K | Hold |
179
| – | – | ﹤0.01% | 4158 |
|
|
2022
Q2 | $4K | Hold |
179
| – | – | ﹤0.01% | 3922 |
|
|
2022
Q1 | $4K | Buy |
+179
| New | +$4K | ﹤0.01% | 3922 |
|
|
2019
Q4 | – | Sell |
-70
| Closed | -$3K | – | 3585 |
|
|
2019
Q3 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 2575 |
|
|
2018
Q4 | – | Sell |
-731
| Closed | -$28K | – | 3816 |
|
|
2018
Q3 | $28K | Sell |
731
-63
| -8% | -$2.41K | ﹤0.01% | 2238 |
|
|
2018
Q2 | $26K | Sell |
794
-12
| -1% | -$393 | ﹤0.01% | 2294 |
|
|
2018
Q1 | $26K | Hold |
806
| – | – | ﹤0.01% | 2228 |
|
|
2017
Q4 | $26K | Sell |
806
-83
| -9% | -$2.68K | ﹤0.01% | 2224 |
|
|
2017
Q3 | $29K | Sell |
889
-47
| -5% | -$1.53K | ﹤0.01% | 2340 |
|
|
2017
Q2 | $33K | Sell |
936
-11
| -1% | -$388 | ﹤0.01% | 2240 |
|
|
2017
Q1 | $44K | Sell |
947
-65
| -6% | -$3.02K | ﹤0.01% | 1989 |
|
|
2016
Q4 | $61K | Sell |
1,012
-49
| -5% | -$2.95K | ﹤0.01% | 1750 |
|
|
2016
Q3 | $56K | Buy |
1,061
+32
| +3% | +$1.69K | ﹤0.01% | 1733 |
|
|
2016
Q2 | $84K | Buy |
+1,029
| New | +$84K | ﹤0.01% | 1436 |
|
|
2016
Q1 | – | Sell |
-843
| Closed | -$68K | – | 3392 |
|
|
2015
Q4 | $68K | Buy |
+843
| New | +$68K | ﹤0.01% | 1420 |
|