Sowell Financial Services’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-484
| Closed | -$11K | – | 1001 |
|
|
2021
Q1 | $11K | Hold |
484
| – | – | ﹤0.01% | 2271 |
|
|
2020
Q4 | $7K | Hold |
484
| – | – | ﹤0.01% | 2150 |
|
|
2020
Q3 | $6K | Sell |
484
-665
| -58% | -$8.24K | ﹤0.01% | 1939 |
|
|
2020
Q2 | $23K | Buy |
1,149
+160
| +16% | +$3.2K | ﹤0.01% | 1416 |
|
|
2020
Q1 | $16K | Buy |
989
+372
| +60% | +$6.02K | ﹤0.01% | 1451 |
|
|
2019
Q4 | $25K | Sell |
617
-12,354
| -95% | -$501K | ﹤0.01% | 1348 |
|
|
2019
Q3 | $571K | Buy |
+12,971
| New | +$571K | 0.05% | 375 |
|
|
2019
Q1 | $478K | Buy |
11,596
+1,252
| +12% | +$51.6K | 0.05% | 340 |
|
|
2018
Q4 | $357K | Buy |
10,344
+531
| +5% | +$18.3K | 0.05% | 343 |
|
|
2018
Q3 | $395K | Buy |
+9,813
| New | +$395K | 0.06% | 234 |
|