Schechter Investment Advisors’s Cenovus Energy CVE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$253K Sell
18,164
-5,885
-24% -$81.9K 0.02% 511
2024
Q4
$364K Sell
24,049
-12,927
-35% -$196K 0.03% 448
2024
Q3
$619K Sell
36,976
-8,263
-18% -$138K 0.05% 354
2024
Q2
$889K Sell
45,239
-145
-0.3% -$2.85K 0.07% 262
2024
Q1
$907K Buy
45,384
+9,191
+25% +$184K 0.07% 264
2023
Q4
$603K Sell
36,193
-3,157
-8% -$52.6K 0.05% 321
2023
Q3
$819K Buy
39,350
+611
+2% +$12.7K 0.08% 252
2023
Q2
$658K Buy
38,739
+4,277
+12% +$72.6K 0.06% 325
2023
Q1
$602K Buy
34,462
+3,213
+10% +$56.1K 0.06% 371
2022
Q4
$607K Buy
31,249
+2,259
+8% +$43.8K 0.06% 442
2022
Q3
$446K Buy
28,990
+2,414
+9% +$37.1K 0.04% 550
2022
Q2
$505K Buy
26,576
+2,610
+11% +$49.6K 0.05% 524
2022
Q1
$400K Buy
23,966
+1,048
+5% +$17.5K 0.04% 599
2021
Q4
$281K Buy
+22,918
New +$281K 0.03% 692