IHT Wealth Management’s CVR Energy CVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
10,482
-16
| -0.2% | -$430 | 0.01% | 916 |
|
|
2025
Q1 | $204K | Buy |
10,498
+322
| +3% | +$6.25K | 0.01% | 1032 |
|
|
2024
Q4 | $191K | Buy |
10,176
+1,275
| +14% | +$23.9K | 0.01% | 1028 |
|
|
2024
Q3 | $205K | Buy |
8,901
+520
| +6% | +$12K | 0.01% | 1082 |
|
|
2024
Q2 | $224K | Buy |
8,381
+41
| +0.5% | +$1.1K | 0.01% | 905 |
|
|
2024
Q1 | $297K | Buy |
8,340
+486
| +6% | +$17.3K | 0.01% | 806 |
|
|
2023
Q4 | $238K | Buy |
7,854
+194
| +3% | +$5.88K | 0.01% | 855 |
|
|
2023
Q3 | $261K | Buy |
+7,660
| New | +$261K | 0.01% | 787 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$15K | – | 614 |
|
|
2018
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 1061 |
|
|
2017
Q4 | $20K | Hold |
500
| – | – | 0.01% | 986 |
|
|
2017
Q3 | $14K | Hold |
500
| – | – | 0.01% | 865 |
|
|
2017
Q2 | $0 | Buy |
+500
| New | – | ﹤0.01% | 1412 |
|