Independent Advisor Alliance’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,071
| Closed | -$1.12M | – | 737 |
|
|
2023
Q4 | $1.12M | Buy |
17,071
+1,377
| +9% | +$90.2K | 0.04% | 287 |
|
|
2023
Q3 | $1.3M | Sell |
15,694
-2,123
| -12% | -$175K | 0.06% | 255 |
|
|
2023
Q2 | $1.44M | Sell |
17,817
-37
| -0.2% | -$2.99K | 0.06% | 256 |
|
|
2023
Q1 | $1.59M | Buy |
17,854
+305
| +2% | +$27.2K | 0.08% | 221 |
|
|
2022
Q4 | $1.77K | Buy |
17,549
+1,662
| +10% | +$167 | ﹤0.01% | 264 |
|
|
2022
Q3 | $1.82M | Buy |
15,887
+1,535
| +11% | +$176K | 0.11% | 182 |
|
|
2022
Q2 | $1.43M | Buy |
14,352
+1,057
| +8% | +$106K | 0.08% | 207 |
|
|
2022
Q1 | $1.83M | Buy |
13,295
+3,230
| +32% | +$446K | 0.09% | 196 |
|
|
2021
Q4 | $832K | Buy |
10,065
+4,208
| +72% | +$348K | 0.04% | 305 |
|
|
2021
Q3 | $408K | Buy |
5,857
+1,077
| +23% | +$75K | 0.02% | 424 |
|
|
2021
Q2 | $296K | Buy |
+4,780
| New | +$296K | 0.02% | 508 |
|