Security National Trust’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-100
| Closed | -$1K | – | 413 |
|
|
2020
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 399 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 392 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 445 |
|
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 413 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 346 |
|
|
2019
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 351 |
|