Perigon Wealth Management’s CVR Refining, LP CVRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-184
| Closed | -$2K | – | 751 |
|
|
2017
Q2 | $2K | Hold |
184
| – | – | ﹤0.01% | 567 |
|
|
2017
Q1 | $2K | Hold |
184
| – | – | ﹤0.01% | 603 |
|
|
2016
Q4 | $2K | Hold |
184
| – | – | ﹤0.01% | 686 |
|
|
2016
Q3 | $2K | Hold |
184
| – | – | ﹤0.01% | 608 |
|
|
2016
Q2 | $1K | Buy |
+184
| New | +$1K | ﹤0.01% | 434 |
|