Geneos Wealth Management’s CNA Financial CNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-159
| Closed | -$7.78K | – | 2894 |
|
|
2024
Q3 | $7.78K | Buy |
159
+4
| +3% | +$196 | ﹤0.01% | 1925 |
|
|
2024
Q2 | $7.14K | Hold |
155
| – | – | ﹤0.01% | 1632 |
|
|
2024
Q1 | $7.04K | Hold |
155
| – | – | ﹤0.01% | 1633 |
|
|
2023
Q4 | $6.56K | Hold |
155
| – | – | ﹤0.01% | 1658 |
|
|
2023
Q3 | $6.1K | Hold |
155
| – | – | ﹤0.01% | 1690 |
|
|
2023
Q2 | $5.99K | Hold |
155
| – | – | ﹤0.01% | 1698 |
|
|
2023
Q1 | $6.05K | Hold |
155
| – | – | ﹤0.01% | 1685 |
|
|
2022
Q4 | $6.55K | Hold |
155
| – | – | ﹤0.01% | 1642 |
|
|
2022
Q3 | $5K | Sell |
155
-400
| -72% | -$12.9K | ﹤0.01% | 1680 |
|
|
2022
Q2 | $25K | Hold |
555
| – | – | ﹤0.01% | 1581 |
|
|
2022
Q1 | $26K | Buy |
555
+400
| +258% | +$18.7K | ﹤0.01% | 1667 |
|
|
2021
Q4 | $6K | Hold |
155
| – | – | ﹤0.01% | 2338 |
|
|
2021
Q3 | $6K | Hold |
155
| – | – | ﹤0.01% | 2377 |
|
|
2021
Q2 | $7K | Buy |
+155
| New | +$7K | ﹤0.01% | 2322 |
|