PCS
Personal CFO Solutions’s CNA Financial CNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-178,049
| Closed | -$8.71M | – | 480 |
|
|
2024
Q3 | $8.71M | Hold |
178,049
| – | – | 1.22% | 14 |
|
|
2024
Q2 | $8.2M | Hold |
178,049
| – | – | 1.26% | 14 |
|
|
2024
Q1 | $8.09M | Hold |
178,049
| – | – | 1.26% | 14 |
|
|
2023
Q4 | $7.53M | Sell |
178,049
-2,342
| -1% | -$99.1K | 1.3% | 13 |
|
|
2023
Q3 | $7.1M | Buy |
180,391
+14,955
| +9% | +$588K | 1.4% | 13 |
|
|
2023
Q2 | $6.39M | Hold |
165,436
| – | – | 1.3% | 15 |
|
|
2023
Q1 | $6.46M | Hold |
165,436
| – | – | 1.33% | 11 |
|
|
2022
Q4 | $6.99M | Buy |
+165,436
| New | +$6.99M | 1.48% | 9 |
|
|
2021
Q3 | – | Sell |
-181,816
| Closed | -$8.27M | – | 456 |
|
|
2021
Q2 | $8.27M | Buy |
181,816
+168,019
| +1,218% | +$7.64M | 1.69% | 11 |
|
|
2021
Q1 | $616K | Hold |
13,797
| – | – | 0.13% | 141 |
|
|
2020
Q4 | $538K | Hold |
13,797
| – | – | 0.13% | 144 |
|
|
2020
Q3 | $0 | Hold |
13,797
| – | – | ﹤0.01% | 175 |
|
|
2020
Q2 | $444K | Sell |
13,797
-700
| -5% | -$22.5K | 0.13% | 145 |
|
|
2020
Q1 | $450K | Hold |
14,497
| – | – | 0.16% | 133 |
|
|
2019
Q4 | $650K | Buy |
14,497
+800
| +6% | +$35.9K | 0.19% | 113 |
|
|
2019
Q3 | $675K | Buy |
+13,697
| New | +$675K | 0.27% | 90 |
|