JFS Wealth Advisors’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 | $135 | Sell |
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|
2025
Q1 | $156 | Hold |
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|
2024
Q4 | $150 | Sell |
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|
2024
Q3 | $714 | Sell |
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|
2024
Q2 | $1.1K | Buy |
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|
2024
Q1 | $1.11K | Sell |
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|
2023
Q4 | $1.27K | Buy |
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|
2023
Q3 | $1.4K | Buy |
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|
2023
Q2 | $779 | Sell |
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|
2023
Q1 | $951 | Buy |
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|
2022
Q4 | $784 | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q4 | $0 | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $41K | Buy |
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|
2016
Q1 | $46K | Hold |
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|
2015
Q4 | $69K | Hold |
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|
2015
Q3 | $72K | Buy |
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|
2015
Q2 | $66K | Buy |
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|
2015
Q1 | $74K | Buy |
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|
2014
Q4 | $64K | Sell |
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|
2014
Q3 | $77K | Sell |
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|
2014
Q2 | $104K | Buy |
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