WealthPLAN Partners’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-360
| Closed | -$11.8K | – | 1285 |
|
|
2023
Q1 | $11.8K | Buy |
+360
| New | +$11.8K | ﹤0.01% | 823 |
|
|
2016
Q3 | $671 | Sell |
48
-2,806
| -98% | -$39.2K | ﹤0.01% | 910 |
|
|
2016
Q2 | $22.1K | Buy |
+2,854
| New | +$22.1K | ﹤0.01% | 1351 |
|
|
2015
Q4 | $340K | Buy |
+25,836
| New | +$340K | 0.06% | 198 |
|
|
2015
Q2 | $317K | Buy |
8,421
+94
| +1% | +$3.54K | 0.14% | 75 |
|
|
2015
Q1 | $354K | Buy |
+8,327
| New | +$354K | 0.16% | 87 |
|