BerganKDV Wealth Management’s CNA Financial CNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12
| Closed | -$482 | – | 910 |
|
|
2023
Q1 | $482 | Hold |
12
| – | – | ﹤0.01% | 977 |
|
|
2022
Q4 | $522 | Hold |
12
| – | – | ﹤0.01% | 945 |
|
|
2022
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 977 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 882 |
|
|
2022
Q1 | $1K | Sell |
12
-6
| -33% | -$500 | ﹤0.01% | 909 |
|
|
2021
Q4 | $1K | Sell |
18
-1
| -5% | -$56 | ﹤0.01% | 967 |
|
|
2021
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 948 |
|
|
2021
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 893 |
|
|
2021
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 841 |
|
|
2020
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 840 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 776 |
|
|
2020
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 834 |
|