IFP Advisors’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-100
| Closed | -$9.01K | – | 5041 |
|
|
2025
Q3 | $9.01K | Hold |
100
| – | – | ﹤0.01% | 2953 |
|
|
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 | +$7.47K | ﹤0.01% | 2332 |
|
|
2023
Q1 | – | Sell |
-260
| Closed | -$4K | – | 4376 |
|
|
2022
Q4 | $4K | Buy |
260
+81
| +45% | +$9.52K | ﹤0.01% | 3938 |
|
|
2022
Q3 | $4K | Hold |
179
| – | – | ﹤0.01% | 4157 |
|
|
2022
Q2 | $4K | Hold |
179
| – | – | ﹤0.01% | 3921 |
|
|
2022
Q1 | $4K | Buy |
+179
| New | +$19.1K | ﹤0.01% | 3920 |
|
|
2019
Q4 | – | Sell |
-70
| Closed | -$3K | – | 3598 |
|
|
2019
Q3 | $3K | Buy |
+70
| New | +$2.59K | ﹤0.01% | 2584 |
|
|
2018
Q4 | – | Sell |
-731
| Closed | -$28K | – | 3874 |
|
|
2018
Q3 | $28K | Sell |
731
-63
| -8% | -$2.3K | ﹤0.01% | 2261 |
|
|
2018
Q2 | $26K | Sell |
794
-12
| -1% | -$359 | ﹤0.01% | 2323 |
|
|
2018
Q1 | $26K | Hold |
806
| – | – | ﹤0.01% | 2228 |
|
|
2017
Q4 | $26K | Sell |
806
-83
| -9% | -$2.75K | ﹤0.01% | 2257 |
|
|
2017
Q3 | $29K | Sell |
889
-47
| -5% | -$1.54K | ﹤0.01% | 2366 |
|
|
2017
Q2 | $33K | Sell |
936
-11
| -1% | -$479 | ﹤0.01% | 2259 |
|
|
2017
Q1 | $44K | Sell |
947
-65
| -6% | -$3.68K | ﹤0.01% | 2003 |
|
|
2016
Q4 | $61K | Sell |
1,012
-49
| -5% | -$2.52K | ﹤0.01% | 1759 |
|
|
2016
Q3 | $56K | Buy |
1,061
+32
| +3% | +$2.14K | ﹤0.01% | 1743 |
|
|
2016
Q2 | $84K | Buy |
+1,029
| New | +$84.9K | ﹤0.01% | 1441 |
|
|
2016
Q1 | – | Sell |
-843
| Closed | -$68K | – | 3393 |
|
|
2015
Q4 | $68K | Buy |
+843
| New | +$74.8K | ﹤0.01% | 1425 |
|
Other funds holding UAN
IC
OA
DLP
IG
N
ZA