AWM
CNF
Axxcess Wealth Management’s CNFinance Holdings CNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-979,098
| Closed | -$3.7M | – | 853 |
|
|
2023
Q3 | $3.7M | Sell |
979,098
-979,098
| -50% | -$3.7M | 0.13% | 134 |
|
|
2023
Q2 | $5.72M | Buy |
1,958,196
+979,098
| +100% | +$2.86M | 0.41% | 57 |
|
|
2023
Q1 | $2.42M | Hold |
979,098
| – | – | 0.18% | 114 |
|
|
2022
Q4 | $1.67M | Hold |
979,098
| – | – | 0.14% | 147 |
|
|
2022
Q3 | $2.47M | Buy |
+979,098
| New | +$2.47M | 0.23% | 86 |
|