Personal Wealth Partners’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,267
| Closed | -$23K | – | 150 |
|
|
2021
Q2 | $23K | Buy |
+1,267
| New | +$23K | 0.01% | 199 |
|
|
2020
Q1 | – | Sell |
-1,267
| Closed | -$51K | – | 181 |
|
|
2019
Q4 | $51K | Hold |
1,267
| – | – | 0.02% | 141 |
|
|
2019
Q3 | $56K | Hold |
1,267
| – | – | 0.03% | 139 |
|
|
2019
Q2 | $63K | Buy |
+1,267
| New | +$63K | 0.03% | 120 |
|