Rothschild Investment LLC’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 | $84K | Sell |
3,130
-2,005
| -39% | -$53.8K | 0.01% | 679 |
|
|
2025
Q1 | $99.6K | Buy |
5,135
+60
| +1% | +$1.16K | 0.01% | 631 |
|
|
2024
Q4 | $95.1K | Sell |
5,075
-25
| -0.5% | -$469 | 0.01% | 651 |
|
|
2024
Q3 | $117K | Sell |
5,100
-14,710
| -74% | -$339K | 0.01% | 615 |
|
|
2024
Q2 | $530K | Buy |
19,810
+19,805
| +396,100% | +$530K | 0.04% | 320 |
|
|
2024
Q1 | $178 | Sell |
5
-15,795
| -100% | -$562K | ﹤0.01% | 1803 |
|
|
2023
Q4 | $479K | Buy |
+15,800
| New | +$479K | 0.04% | 280 |
|