BKS Advisors’s Conifer Holdings CNFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $131K | Hold |
28,884
| – | – | 0.05% | 202 |
|
|
2018
Q4 | $101K | Sell |
28,884
-6,376
| -18% | -$22.3K | 0.05% | 192 |
|
|
2018
Q3 | $199K | Hold |
35,260
| – | – | 0.07% | 210 |
|
|
2018
Q2 | $222K | Hold |
35,260
| – | – | 0.08% | 201 |
|
|
2018
Q1 | $206K | Hold |
35,260
| – | – | 0.08% | 200 |
|
|
2017
Q4 | $205K | Hold |
35,260
| – | – | 0.07% | 200 |
|
|
2017
Q3 | $212K | Buy |
35,260
+6,050
| +21% | +$36.4K | 0.08% | 184 |
|
|
2017
Q2 | $202K | Hold |
29,210
| – | – | 0.08% | 192 |
|
|
2017
Q1 | $213K | Buy |
+29,210
| New | +$213K | 0.09% | 178 |
|