TFO Wealth Partners’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$71 | – | 227 |
|
|
2024
Q1 | $71 | Hold |
2
| – | – | ﹤0.01% | 687 |
|
|
2023
Q4 | $61 | Hold |
2
| – | – | ﹤0.01% | 857 |
|
|
2023
Q3 | $60 | Hold |
2
| – | – | ﹤0.01% | 1035 |
|
|
2023
Q2 | $60 | Hold |
2
| – | – | ﹤0.01% | 744 |
|
|
2023
Q1 | $66 | Sell |
2
-11
| -85% | -$363 | ﹤0.01% | 711 |
|
|
2022
Q4 | $219 | Buy |
+13
| New | +$219 | ﹤0.01% | 617 |
|
|
2022
Q3 | – | Sell |
-184
| Closed | -$6K | – | 217 |
|
|
2022
Q2 | $6K | Buy |
+184
| New | +$6K | ﹤0.01% | 187 |
|