Wealthspire Advisors (Maryland)’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-186
| Closed | -$7K | – | 1972 |
|
|
2019
Q1 | $7K | Buy |
186
+6
| +3% | +$226 | ﹤0.01% | 1703 |
|
|
2018
Q4 | $6K | Hold |
180
| – | – | ﹤0.01% | 1680 |
|
|
2018
Q3 | $7K | Hold |
180
| – | – | ﹤0.01% | 1681 |
|
|
2018
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 1737 |
|
|
2018
Q1 | $6K | Buy |
+180
| New | +$6K | ﹤0.01% | 1763 |
|
|
2016
Q2 | – | Sell |
-206
| Closed | -$17K | – | 1813 |
|
|
2016
Q1 | $17K | Hold |
206
| – | – | ﹤0.01% | 1024 |
|
|
2015
Q4 | $16K | Buy |
+206
| New | +$16K | ﹤0.01% | 1050 |
|