Mount Yale Investment Advisors’s Cenovus Energy CVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
22,961
-2,027
| -8% | -$27.6K | 0.02% | 440 |
|
|
2025
Q1 | $348K | Buy |
24,988
+3,213
| +15% | +$44.7K | 0.03% | 398 |
|
|
2024
Q4 | $330K | Sell |
21,775
-9,838
| -31% | -$149K | 0.03% | 418 |
|
|
2024
Q3 | $529K | Sell |
31,613
-7,520
| -19% | -$126K | 0.05% | 335 |
|
|
2024
Q2 | $769K | Sell |
39,133
-176
| -0.4% | -$3.46K | 0.06% | 256 |
|
|
2024
Q1 | $786K | Buy |
39,309
+10,119
| +35% | +$202K | 0.06% | 270 |
|
|
2023
Q4 | $486K | Sell |
29,190
-2,691
| -8% | -$44.8K | 0.05% | 321 |
|
|
2023
Q3 | $664K | Sell |
31,881
-215
| -0.7% | -$4.48K | 0.07% | 257 |
|
|
2023
Q2 | $545K | Buy |
32,096
+3,168
| +11% | +$53.8K | 0.06% | 294 |
|
|
2023
Q1 | $505K | Buy |
28,928
+2,013
| +7% | +$35.1K | 0.06% | 297 |
|
|
2022
Q4 | $522K | Buy |
26,915
+4,942
| +22% | +$95.9K | 0.06% | 272 |
|
|
2022
Q3 | $338K | Buy |
21,973
+4,633
| +27% | +$71.3K | 0.04% | 318 |
|
|
2022
Q2 | $330K | Buy |
17,340
+4,320
| +33% | +$82.2K | 0.04% | 337 |
|
|
2022
Q1 | $217K | Buy |
13,020
+60
| +0.5% | +$1K | 0.02% | 435 |
|
|
2021
Q4 | $159K | Buy |
+12,960
| New | +$159K | 0.02% | 444 |
|