MorganRosel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,335
| Closed | -$589K | – | 96 |
|
|
2022
Q3 | $589K | Buy |
+20,335
| New | +$589K | 0.3% | 61 |
|
|
2019
Q4 | – | Sell |
-17,028
| Closed | -$750K | – | 75 |
|
|
2019
Q3 | $750K | Sell |
17,028
-764
| -4% | -$33.7K | 0.62% | 35 |
|
|
2019
Q2 | $889K | Sell |
17,792
-494
| -3% | -$24.7K | 0.73% | 25 |
|
|
2019
Q1 | $753K | Sell |
18,286
-2,455
| -12% | -$101K | 0.64% | 40 |
|
|
2018
Q4 | $715K | Buy |
+20,741
| New | +$715K | 0.74% | 34 |
|