Mutual Advisors’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-48,110
| Closed | -$1.15M | – | 1086 |
|
|
2024
Q3 | $1.15M | Sell |
48,110
-525
| -1% | -$12.6K | 0.03% | 439 |
|
|
2024
Q2 | $1.31M | Buy |
+48,635
| New | +$1.31M | 0.04% | 394 |
|
|
2022
Q3 | – | Sell |
-15,785
| Closed | -$529K | – | 874 |
|
|
2022
Q2 | $529K | Sell |
15,785
-10,215
| -39% | -$342K | 0.04% | 516 |
|
|
2022
Q1 | $664K | Hold |
26,000
| – | – | 0.04% | 492 |
|
|
2021
Q4 | $437K | Buy |
+26,000
| New | +$437K | 0.02% | 617 |
|