New Vernon Investment Management’s Conifer Holdings CNFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-16,889
| Closed | -$98K | – | 50 |
|
|
2017
Q4 | $98K | Sell |
16,889
-114,833
| -87% | -$666K | 0.1% | 47 |
|
|
2017
Q3 | $790K | Hold |
131,722
| – | – | 0.88% | 23 |
|
|
2017
Q2 | $909K | Hold |
131,722
| – | – | 1.15% | 23 |
|
|
2017
Q1 | $962K | Hold |
131,722
| – | – | 1.25% | 22 |
|
|
2016
Q4 | $1.07M | Hold |
131,722
| – | – | 1.5% | 19 |
|
|
2016
Q3 | $1.1M | Hold |
131,722
| – | – | 1.16% | 25 |
|
|
2016
Q2 | $914K | Hold |
131,722
| – | – | 0.8% | 42 |
|
|
2016
Q1 | $860K | Buy |
131,722
+31,722
| +32% | +$207K | 0.74% | 46 |
|
|
2015
Q4 | $927K | Hold |
100,000
| – | – | 0.7% | 47 |
|
|
2015
Q3 | $975K | Buy |
+100,000
| New | +$975K | 0.77% | 49 |
|