Selective Wealth Management’s CVR Partners UAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-230
Closed -$26K 677
2022
Q3
$26K Sell
230
-120
-34% -$13.6K 0.01% 393
2022
Q2
$35K Hold
350
0.01% 379
2022
Q1
$48K Buy
+350
New +$48K 0.02% 309