One Wealth Advisors’s CVR Energy CVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-8,587
Closed -$378K 118
2019
Q3
$378K Buy
8,587
+3,090
+56% +$136K 0.33% 45
2019
Q2
$275K Buy
+5,497
New +$275K 0.23% 80