Steward Partners Investment Advisory’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4K | Hold |
410
| – | – | ﹤0.01% | 2638 |
|
|
2025
Q1 | $30.8K | Hold |
410
| – | – | ﹤0.01% | 2615 |
|
|
2024
Q4 | $31.1K | Hold |
410
| – | – | ﹤0.01% | 2578 |
|
|
2024
Q3 | $27.5K | Hold |
410
| – | – | ﹤0.01% | 2513 |
|
|
2024
Q2 | $31K | Hold |
410
| – | – | ﹤0.01% | 2324 |
|
|
2024
Q1 | $32.2K | Buy |
+410
| New | +$32.2K | ﹤0.01% | 2314 |
|
|
2021
Q2 | – | Sell |
-167
| Closed | -$6.74K | – | 7400 |
|
|
2021
Q1 | $6.74K | Buy |
167
+17
| +11% | +$686 | ﹤0.01% | 2933 |
|
|
2020
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 2736 |
|
|
2020
Q3 | $1K | Hold |
150
| – | – | ﹤0.01% | 2692 |
|
|
2020
Q2 | $1K | Hold |
150
| – | – | ﹤0.01% | 2616 |
|
|
2020
Q1 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 2429 |
|
|
2019
Q4 | – | Sell |
-103
| Closed | -$4K | – | 2748 |
|
|
2019
Q3 | $4K | Hold |
103
| – | – | ﹤0.01% | 2319 |
|
|
2019
Q2 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 2299 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$4K | – | 2075 |
|
|
2018
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2228 |
|
|
2018
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2151 |
|
|
2018
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1948 |
|