CONCORD WEALTH PARTNERS – Transaction History
CONCORD WEALTH PARTNERS portfolio value:
8.82M
portfolio value
CONCORD WEALTH PARTNERS quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.61% | -1.43K shares | -362K | 234.31K | |
| Q2 2022 | share | Decrease | -6.49% | -16.36K shares | -2.01M | 235.74K | |
| Q1 2022 | share | Decrease | -3.96% | -10.4K shares | -446K | 252.11K | |
| Q4 2021 | share | Increase | +84.13% | 119.94K shares | 5.73M | 262.51K | |
| Q3 2021 | share | Decrease | -50.20% | -143.69K shares | -6.09M | 142.57K | |
| Q2 2021 | share | Decrease | -37.00% | -168.09K shares | -6.35M | 286.26K | |
| Q1 2021 | share | Decrease | -64.09% | -811.08K shares | -25.68M | 454.36K | |
| Q4 2020 | share | Increase | 0.00% | 1.26M shares | 44.05M | 1.26M |