Larson Financial Group’s Chicago Rivet & Machine Co CVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,383
| Closed | -$15.1K | – | 3305 |
|
2025
Q1 | $15.1K | Hold |
1,383
| – | – | ﹤0.01% | 1461 |
|
2024
Q4 | $21.9K | Hold |
1,383
| – | – | ﹤0.01% | 1177 |
|
2024
Q3 | $24.9K | Hold |
1,383
| – | – | ﹤0.01% | 1112 |
|
2024
Q2 | $20.5K | Hold |
1,383
| – | – | ﹤0.01% | 1037 |
|
2024
Q1 | $23.5K | Hold |
1,383
| – | – | ﹤0.01% | 852 |
|
2023
Q4 | $23.5K | Sell |
1,383
-150
| -10% | -$2.55K | ﹤0.01% | 811 |
|
2023
Q3 | $27K | Hold |
1,533
| – | – | ﹤0.01% | 746 |
|
2023
Q2 | $39.4K | Hold |
1,533
| – | – | ﹤0.01% | 604 |
|
2023
Q1 | $45.6K | Hold |
1,533
| – | – | 0.01% | 572 |
|
2022
Q4 | $43.9K | Sell |
1,533
-37
| -2% | -$1.06K | 0.01% | 544 |
|
2022
Q3 | $40K | Hold |
1,570
| – | – | 0.01% | 507 |
|
2022
Q2 | $45K | Hold |
1,570
| – | – | 0.01% | 391 |
|
2022
Q1 | $41K | Hold |
1,570
| – | – | 0.01% | 406 |
|
2021
Q4 | $41K | Hold |
1,570
| – | – | 0.01% | 409 |
|
2021
Q3 | $42K | Hold |
1,570
| – | – | 0.01% | 326 |
|
2021
Q2 | $41K | Hold |
1,570
| – | – | 0.01% | 307 |
|
2021
Q1 | $40K | Sell |
1,570
-914
| -37% | -$23.3K | 0.01% | 290 |
|
2020
Q4 | $57K | Sell |
2,484
-236
| -9% | -$5.42K | 0.02% | 198 |
|
2020
Q3 | $59K | Hold |
2,720
| – | – | 0.02% | 176 |
|
2020
Q2 | $57K | Hold |
2,720
| – | – | 0.03% | 176 |
|
2020
Q1 | $58K | Buy |
+2,720
| New | +$58K | 0.04% | 150 |
|