CFA
Compass Financial Advisors’s Conagra Brands CAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,400
| Closed | -$240K | – | 10 |
|
|
2023
Q1 | $240K | Hold |
6,400
| – | – | 0.3% | 104 |
|
|
2022
Q4 | $248K | Hold |
6,400
| – | – | 0.33% | 100 |
|
|
2022
Q3 | $209K | Hold |
6,400
| – | – | 0.31% | 110 |
|
|
2022
Q2 | $219K | Hold |
6,400
| – | – | 0.3% | 112 |
|
|
2022
Q1 | $215K | Sell |
6,400
-563
| -8% | -$18.9K | 0.24% | 129 |
|
|
2021
Q4 | $238K | Buy |
+6,963
| New | +$238K | 0.26% | 115 |
|