TCI Wealth Advisors’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-466
| Closed | -$15.3K | – | 686 |
|
|
2023
Q1 | $15.3K | Hold |
466
| – | – | ﹤0.01% | 844 |
|
|
2022
Q4 | $14.6K | Hold |
466
| – | – | ﹤0.01% | 845 |
|
|
2022
Q3 | $14K | Buy |
466
+3
| +0.6% | +$90 | ﹤0.01% | 823 |
|
|
2022
Q2 | $16K | Hold |
463
| – | – | ﹤0.01% | 726 |
|
|
2022
Q1 | $12K | Hold |
463
| – | – | ﹤0.01% | 966 |
|
|
2021
Q4 | $8K | Hold |
463
| – | – | ﹤0.01% | 1307 |
|
|
2021
Q3 | $8K | Buy |
463
+351
| +313% | +$6.07K | ﹤0.01% | 1220 |
|
|
2021
Q2 | $2K | Buy |
112
+35
| +45% | +$625 | ﹤0.01% | 1962 |
|
|
2021
Q1 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 2024 |
|
|
2016
Q4 | – | Sell |
-134
| Closed | -$2K | – | 1374 |
|
|
2016
Q3 | $2K | Hold |
134
| – | – | ﹤0.01% | 955 |
|
|
2016
Q2 | $2K | Buy |
+134
| New | +$2K | ﹤0.01% | 919 |
|