SAI
Savvy Advisors Inc’s CVR Partners UAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
4,131
-1,680
| -29% | -$149K | 0.02% | 439 |
|
|
2025
Q1 | $437K | Sell |
5,811
-23
| -0.4% | -$1.73K | 0.04% | 312 |
|
|
2024
Q4 | $443K | Buy |
5,834
+8
| +0.1% | +$608 | 0.05% | 260 |
|
|
2024
Q3 | $391K | Sell |
5,826
-91
| -2% | -$6.11K | 0.08% | 213 |
|
|
2024
Q2 | $448K | Hold |
5,917
| – | – | 0.15% | 158 |
|
|
2024
Q1 | $465K | Buy |
+5,917
| New | +$465K | 0.27% | 100 |
|