Northwest 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,200
| Closed | -$49K | – | 187 |
|
2019
Q1 | $49K | Hold |
1,200
| – | – | 0.04% | 216 |
|
2018
Q4 | $41K | Hold |
1,200
| – | – | 0.03% | 216 |
|
2018
Q3 | $48K | Hold |
1,200
| – | – | 0.04% | 214 |
|
2018
Q2 | $44K | Hold |
1,200
| – | – | 0.03% | 221 |
|
2018
Q1 | $36K | Buy |
+1,200
| New | +$36K | 0.03% | 246 |
|