Principal Securities’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-52
| Closed | -$974 | – | 3733 |
|
|
2025
Q1 | $974 | Hold |
52
| – | – | ﹤0.01% | 3216 |
|
|
2024
Q4 | $974 | Hold |
52
| – | – | ﹤0.01% | 3209 |
|
|
2024
Q3 | $1.2K | Buy |
+52
| New | +$1.2K | ﹤0.01% | 3094 |
|
|
2024
Q2 | – | Sell |
-515
| Closed | -$18.4K | – | 3413 |
|
|
2024
Q1 | $18.4K | Hold |
515
| – | – | ﹤0.01% | 2046 |
|
|
2023
Q4 | $15.6K | Buy |
+515
| New | +$15.6K | ﹤0.01% | 2058 |
|