Mark Sheptoff Financial Planning’s Cardinal Financial Corp CFNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-200
| Closed | -$5K | – | 389 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 297 |
|
|
2016
Q2 | $4K | Sell |
200
-600
| -75% | -$12K | ﹤0.01% | 302 |
|
|
2016
Q1 | $16K | Sell |
800
-11,003
| -93% | -$220K | 0.01% | 226 |
|
|
2015
Q4 | $269K | Sell |
11,803
-298
| -2% | -$6.79K | 0.22% | 82 |
|
|
2015
Q3 | $278K | Buy |
+12,101
| New | +$278K | 0.24% | 78 |
|