Private Wealth Management Group’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 | $3.73K | Hold |
139
| – | – | ﹤0.01% | 873 |
|
|
2025
Q1 | $2.7K | Hold |
139
| – | – | ﹤0.01% | 957 |
|
|
2024
Q4 | $2.61K | Buy |
139
+90
| +184% | +$1.69K | ﹤0.01% | 993 |
|
|
2024
Q3 | $1.13K | Hold |
49
| – | – | ﹤0.01% | 1245 |
|
|
2024
Q2 | $1.31K | Hold |
49
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q1 | $1.75K | Hold |
49
| – | – | ﹤0.01% | 1038 |
|
|
2023
Q4 | $1.49K | Buy |
+49
| New | +$1.49K | ﹤0.01% | 1107 |
|