Kingsview Wealth Management’s CVR Energy CVI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-21,151	Closed	-$754K	–	1049
2024 Q1	$754K	Buy	+21,151	New	+$754K	0.02%	573
2023 Q2	–	Sell	-11,357	Closed	-$372K	–	918
2023 Q1	$372K	Sell	11,357 -15,223	-57%	-$499K	0.02%	652
2022 Q4	$833K	Buy	+26,580	New	+$833K	0.04%	383