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Integrated Wealth Concepts’s CVR Energy CVI Stock Holding History

Integrated Wealth Concepts’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,702
Closed -$501K – 1691
2024
Q2 		$501K Sell
18,702
-191
-1% -$5.11K 0.01% 1050
2024
Q1 		$674K Buy
+18,893
New +$674K 0.01% 923