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True Wealth Design’s CVR Energy CVI Stock Holding History

True Wealth Design’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.87K Buy
+293
New +$7.87K ﹤0.01% 660
2024
Q4 		– Sell
-42
Closed -$968 – 1400
2024
Q3 		$968 Buy
+42
New +$968 ﹤0.01% 983