PWAG
Polaris Wealth Advisory Group’s CNA Financial CNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-18,791
| Closed | -$580K | – | 182 |
|
|
2020
Q3 | $580K | Sell |
18,791
-430
| -2% | -$13.3K | 0.05% | 107 |
|
|
2020
Q2 | $607K | Buy |
19,221
+8,820
| +85% | +$279K | 0.05% | 100 |
|
|
2020
Q1 | $323K | Hold |
10,401
| – | – | 0.04% | 99 |
|
|
2019
Q4 | $474K | Hold |
10,401
| – | – | 0.03% | 114 |
|
|
2019
Q3 | $492K | Sell |
10,401
-1,000
| -9% | -$47.3K | 0.04% | 117 |
|
|
2019
Q2 | $537K | Buy |
+11,401
| New | +$537K | 0.04% | 107 |
|