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Stratos Wealth Partners’s CPI Aerostructures CVU Stock Holding History

Stratos Wealth Partners’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20,000
Closed -$59K – 1215
2022
Q1 		$59K Hold
20,000
– – ﹤0.01% 1239
2021
Q4 		$55K Sell
20,000
-12,000
-38% -$33K ﹤0.01% 1236
2021
Q3 		$88K Buy
32,000
+3,000
+10% +$9.56K ﹤0.01% 1148
2021
Q2 		$103K Hold
29,000
– – ﹤0.01% 1157
2021
Q1 		$132K Buy
29,000
+10,000
+53% +$45K ﹤0.01% 1075
2020
Q4 		$73K Hold
19,000
– – ﹤0.01% 1055
2020
Q3 		$51K Buy
19,000
+6,000
+46% +$18.4K ﹤0.01% 999
2020
Q2 		$43K Buy
+13,000
New +$38.3K ﹤0.01% 981
2018
Q4 		– Sell
-2,500
Closed -$21K – 1148
2018
Q3 		$21K Buy
+2,500
New +$22.6K ﹤0.01% 1848
2018
Q2 		– Sell
-2,000
Closed -$20K – 1296
2018
Q1 		$20K Buy
2,000
+500
+33% +$4.32K ﹤0.01% 2005
2017
Q4 		$13K Buy
+1,500
New +$13.5K ﹤0.01% 2046

Other funds holding CVU

JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Stratos Wealth Partners's CVU Position: Q2 2022 in Review

Stratos Wealth Partners sold out of CPI Aerostructures (CVU) in Q2 2022, closing a stake of 20,000 shares — an estimated $59K sold.

Stratos Wealth Partners first reported a position in CVU in Q4 2017 and held it in 11 quarters. The position peaked at $132K in Q1 2021. 2 funds tracked by Wall St. Rank hold CVU as of Q2 2022.

  • Stratos Wealth Partners reported no remaining CPI Aerostructures position as of Q2 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 20,000 CPI Aerostructures shares in Q2 2022, an estimated $59K.
  • Stratos Wealth Partners first reported a position in CPI Aerostructures in Q4 2017 and held it in 11 quarters.
  • Stratos Wealth Partners's CPI Aerostructures position peaked at $132K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held CPI Aerostructures as of Q2 2022.

Based on Stratos Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.