PPWM
PFG Private Wealth Management’s CNA Financial CNA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-77
| Closed | -$3K | – | 306 |
|
2022
Q4 | $3K | Hold |
77
| – | – | ﹤0.01% | 259 |
|
2022
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 252 |
|
2022
Q2 | $3K | Hold |
77
| – | – | ﹤0.01% | 255 |
|
2022
Q1 | $4K | Hold |
77
| – | – | ﹤0.01% | 231 |
|
2021
Q4 | $3K | Hold |
77
| – | – | ﹤0.01% | 261 |
|
2021
Q3 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 240 |
|