Ritholtz Wealth Management’s CVR Energy CVI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,192
Closed -$400K 675
2023
Q1
$400K Buy
12,192
+4,117
+51% +$135K 0.02% 457
2022
Q4
$253K Sell
8,075
-392
-5% -$12.3K 0.01% 490
2022
Q3
$245K Buy
+8,467
New +$245K 0.01% 607