IHT Wealth Management’s CVR Energy CVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
2025
Q1
$204K Buy
2024
Q4
$191K Buy
2024
Q3
$205K Buy
2024
Q2
$224K Buy
2024
Q1
$297K Buy
2023
Q4
$238K Buy
2023
Q3
$261K Buy
2018
Q2
Sell
2018
Q1
$15K Hold
2017
Q4
$20K Hold
2017
Q3
$14K Hold
2017
Q2
$0 Buy