Mark Sheptoff Financial Planning’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$30K | – | 368 |
|
|
2018
Q1 | $30K | Hold |
1,000
| – | – | 0.02% | 202 |
|
|
2017
Q4 | $37K | Hold |
1,000
| – | – | 0.02% | 191 |
|
|
2017
Q3 | $26K | Sell |
1,000
-400
| -29% | -$10.4K | 0.02% | 220 |
|
|
2017
Q2 | $30K | Sell |
1,400
-1,601
| -53% | -$34.3K | 0.02% | 205 |
|
|
2017
Q1 | $60K | Buy |
3,001
+1,001
| +50% | +$20K | 0.04% | 172 |
|
|
2016
Q4 | $51K | Buy |
+2,000
| New | +$51K | 0.04% | 175 |
|