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WealthPLAN Partners’s CVR Energy CVI Stock Holding History

WealthPLAN Partners’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-360
Closed -$11.8K – 1285
2023
Q1 		$11.8K Buy
+360
New +$11.5K ﹤0.01% 823
2016
Q3 		$671 Sell
48
-2,806
-98% -$40.3K ﹤0.01% 910
2016
Q2 		$22.1K Buy
+2,854
New +$60.4K ﹤0.01% 1351
2015
Q4 		$340K Buy
+25,836
New +$1.11M 0.06% 198
2015
Q2 		$317K Buy
8,421
+94
+1% +$3.71K 0.14% 75
2015
Q1 		$354K Buy
+8,327
New +$329K 0.16% 87

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