WFG Advisors’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6K | Buy |
293
+6
| +2% | +$123 | ﹤0.01% | 1238 |
|
|
2017
Q1 | $6K | Buy |
287
+6
| +2% | +$125 | ﹤0.01% | 1172 |
|
|
2016
Q4 | $7K | Buy |
281
+9
| +3% | +$224 | ﹤0.01% | 1189 |
|
|
2016
Q3 | $4K | Buy |
272
+9
| +3% | +$132 | ﹤0.01% | 1295 |
|
|
2016
Q2 | $4K | Sell |
263
-121
| -32% | -$1.84K | ﹤0.01% | 1270 |
|
|
2016
Q1 | $10K | Sell |
384
-92
| -19% | -$2.4K | ﹤0.01% | 1042 |
|
|
2015
Q4 | $19K | Buy |
476
+4
| +0.8% | +$160 | 0.01% | 908 |
|
|
2015
Q3 | $19K | Buy |
472
+104
| +28% | +$4.19K | 0.01% | 899 |
|
|
2015
Q2 | $14K | Buy |
368
+5
| +1% | +$190 | ﹤0.01% | 1083 |
|
|
2015
Q1 | $15K | Buy |
363
+154
| +74% | +$6.36K | ﹤0.01% | 1070 |
|
|
2014
Q4 | $8K | Buy |
209
+1
| +0.5% | +$38 | ﹤0.01% | 1506 |
|
|
2014
Q3 | $9K | Buy |
208
+6
| +3% | +$260 | ﹤0.01% | 1509 |
|
|
2014
Q2 | $10K | Buy |
202
+2
| +1% | +$99 | ﹤0.01% | 1468 |
|
|
2014
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1499 |
|