JFS Wealth Advisors’s CNA Financial CNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $419 | Hold |
9
| – | – | ﹤0.01% | 1726 |
|
2025
Q1 | $458 | Hold |
9
| – | – | ﹤0.01% | 1780 |
|
2024
Q4 | $436 | Hold |
9
| – | – | ﹤0.01% | 1797 |
|
2024
Q3 | $441 | Hold |
9
| – | – | ﹤0.01% | 1815 |
|
2024
Q2 | $415 | Hold |
9
| – | – | ﹤0.01% | 1827 |
|
2024
Q1 | $409 | Hold |
9
| – | – | ﹤0.01% | 1819 |
|
2023
Q4 | $381 | Sell |
9
-9
| -50% | -$381 | ﹤0.01% | 1839 |
|
2023
Q3 | $709 | Sell |
18
-9
| -33% | -$355 | ﹤0.01% | 1672 |
|
2023
Q2 | $1.04K | Buy |
27
+8
| +42% | +$309 | ﹤0.01% | 1593 |
|
2023
Q1 | $742 | Sell |
19
-8
| -30% | -$312 | ﹤0.01% | 1657 |
|
2022
Q4 | $1.14K | Buy |
27
+9
| +50% | +$381 | ﹤0.01% | 1565 |
|
2022
Q3 | $1K | Sell |
18
-29
| -62% | -$1.61K | ﹤0.01% | 1511 |
|
2022
Q2 | $2K | Buy |
47
+14
| +42% | +$596 | ﹤0.01% | 1294 |
|
2022
Q1 | $2K | Buy |
33
+21
| +175% | +$1.27K | ﹤0.01% | 1389 |
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1297 |
|