JFS Wealth Advisors’s CON-WAY INC. CNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,752
| Closed | -$67K | – | 613 |
|
|
2015
Q2 | $67K | Sell |
1,752
-752
| -30% | -$28.8K | 0.03% | 159 |
|
|
2015
Q1 | $111K | Hold |
2,504
| – | – | 0.05% | 127 |
|
|
2014
Q4 | $123K | Sell |
2,504
-752
| -23% | -$36.9K | 0.02% | 113 |
|
|
2014
Q3 | $155K | Hold |
3,256
| – | – | 0.03% | 92 |
|
|
2014
Q2 | $164K | Buy |
+3,256
| New | +$164K | 0.03% | 92 |
|