Venturi Wealth Management’s CVR Energy CVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-251
Closed -$4.7K 855
2024
Q4
$4.7K Buy
+251
New +$4.7K ﹤0.01% 1691