SWS
SYSTM Wealth Solutions’s CNA Financial CNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,249
| Closed | -$466K | – | 728 |
|
|
2024
Q1 | $466K | Sell |
10,249
-469
| -4% | -$21.3K | 0.06% | 290 |
|
|
2023
Q4 | $453K | Buy |
10,718
+60
| +0.6% | +$2.54K | 0.06% | 282 |
|
|
2023
Q3 | $419K | Sell |
10,658
-1,320
| -11% | -$51.9K | 0.06% | 305 |
|
|
2023
Q2 | $463K | Buy |
11,978
+191
| +2% | +$7.38K | 0.06% | 326 |
|
|
2023
Q1 | $460K | Sell |
11,787
-849
| -7% | -$33.1K | 0.07% | 307 |
|
|
2022
Q4 | $534K | Buy |
+12,636
| New | +$534K | 0.07% | 331 |
|