JWCA
J.W. Coons Advisors’s Cincinnati Financial CINF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,050
| Closed | -$678K | – | 233 |
|
|
2023
Q1 | $678K | Hold |
6,050
| – | – | 0.19% | 119 |
|
|
2022
Q4 | $619K | Hold |
6,050
| – | – | 0.19% | 124 |
|
|
2022
Q3 | $542K | Hold |
6,050
| – | – | 0.21% | 125 |
|
|
2022
Q2 | $720K | Hold |
6,050
| – | – | 0.25% | 101 |
|
|
2022
Q1 | $823K | Hold |
6,050
| – | – | 0.25% | 110 |
|
|
2021
Q4 | $689K | Hold |
6,050
| – | – | 0.21% | 118 |
|
|
2021
Q3 | $691K | Hold |
6,050
| – | – | 0.24% | 108 |
|
|
2021
Q2 | $706K | Sell |
6,050
-6,000
| -50% | -$700K | 0.25% | 103 |
|
|
2021
Q1 | $1.24M | Sell |
12,050
-35
| -0.3% | -$3.61K | 0.44% | 67 |
|
|
2020
Q4 | $1.06M | Sell |
12,085
-40
| -0.3% | -$3.5K | 0.4% | 69 |
|
|
2020
Q3 | $946K | Hold |
12,125
| – | – | 0.39% | 70 |
|
|
2020
Q2 | $777K | Hold |
12,125
| – | – | 0.34% | 82 |
|
|
2020
Q1 | $915K | Buy |
+12,125
| New | +$915K | 0.48% | 59 |
|