Retirement Group’s CVR Energy CVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$773 Buy
22
+1
+5% +$35 ﹤0.01% 740
2023
Q4
$647 Hold
21
﹤0.01% 729
2023
Q3
$715 Hold
21
﹤0.01% 661
2023
Q2
$621 Buy
21
+1
+5% +$30 ﹤0.01% 704
2023
Q1
$1K Buy
+20
New +$1K ﹤0.01% 621