Verdence Capital Advisors’s Conifer Holdings CNFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-29,293
| Closed | -$47K | – | 510 |
|
|
2022
Q3 | $47K | Sell |
29,293
-11,111
| -27% | -$17.8K | 0.01% | 511 |
|
|
2022
Q2 | $67K | Hold |
40,404
| – | – | 0.01% | 504 |
|
|
2022
Q1 | $96K | Hold |
40,404
| – | – | 0.01% | 502 |
|
|
2021
Q4 | $94K | Sell |
40,404
-30,000
| -43% | -$69.8K | 0.01% | 489 |
|
|
2021
Q3 | $203K | Sell |
70,404
-34,398
| -33% | -$99.2K | 0.03% | 476 |
|
|
2021
Q2 | $301K | Buy |
+104,802
| New | +$301K | 0.04% | 363 |
|