Cranbrook Wealth Management’s Conifer Holdings CNFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,866
| Closed | -$17K | – | 368 |
|
|
2021
Q3 | $17K | Hold |
5,866
| – | – | ﹤0.01% | 256 |
|
|
2021
Q2 | $17K | Hold |
5,866
| – | – | ﹤0.01% | 250 |
|
|
2021
Q1 | $22K | Hold |
5,866
| – | – | 0.01% | 237 |
|
|
2020
Q4 | $19K | Hold |
5,866
| – | – | ﹤0.01% | 208 |
|
|
2020
Q3 | $17K | Hold |
5,866
| – | – | ﹤0.01% | 190 |
|
|
2020
Q2 | $16K | Hold |
5,866
| – | – | ﹤0.01% | 187 |
|
|
2020
Q1 | $18K | Buy |
5,866
+2,255
| +62% | +$6.92K | 0.01% | 170 |
|
|
2019
Q4 | $14K | Hold |
3,611
| – | – | ﹤0.01% | 192 |
|
|
2019
Q3 | $13K | Buy |
3,611
+1,425
| +65% | +$5.13K | ﹤0.01% | 188 |
|
|
2019
Q2 | $9K | Hold |
2,186
| – | – | ﹤0.01% | 194 |
|
|
2019
Q1 | $10K | Buy |
+2,186
| New | +$10K | ﹤0.01% | 193 |
|