Venturi Wealth Management’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35
| Closed | -$2.66K | – | 1744 |
|
|
2024
Q4 | $2.66K | Hold |
35
| – | – | ﹤0.01% | 1811 |
|
|
2024
Q3 | $2.35K | Hold |
35
| – | – | ﹤0.01% | 1643 |
|
|
2024
Q2 | $2.65K | Hold |
35
| – | – | ﹤0.01% | 1328 |
|
|
2024
Q1 | $2.75K | Hold |
35
| – | – | ﹤0.01% | 1204 |
|
|
2023
Q4 | $2.29K | Hold |
35
| – | – | ﹤0.01% | 1187 |
|
|
2023
Q3 | $2.89K | Hold |
35
| – | – | ﹤0.01% | 1094 |
|
|
2023
Q2 | $2.82K | Hold |
35
| – | – | ﹤0.01% | 848 |
|
|
2023
Q1 | $3.12K | Buy |
+35
| New | +$3.12K | ﹤0.01% | 922 |
|