CONCORD WEALTH PARTNERS – Transaction History
CONCORD WEALTH PARTNERS portfolio value:
727,000
portfolio value
CONCORD WEALTH PARTNERS quarter portfolio value change:
-7.35%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.86% | 712 shares | -36K | 25.62K | |
| Q2 2022 | share | Decrease | -13.95% | -4.03K shares | -279K | 24.90K | |
| Q1 2022 | share | Decrease | -1.98% | -586 shares | -49K | 28.94K | |
| Q4 2021 | share | Decrease | -2.46% | -745 shares | -8K | 29.53K | |
| Q3 2021 | share | Decrease | -27.41% | -11.43K shares | -413K | 30.27K | |
| Q2 2021 | share | Decrease | -37.83% | -25.38K shares | -797K | 41.71K | |
| Q1 2021 | share | Decrease | -15.11% | -11.94K shares | -68K | 67.09K | |
| Q4 2020 | share | Increase | 0.00% | 79.03K shares | 2.37M | 79.03K |