CWP
Concord Wealth Partners’s Advance Auto Parts AAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-114
| Closed | -$6.38K | – | 805 |
|
|
2023
Q3 | $6.38K | Buy |
114
+20
| +21% | +$1.12K | ﹤0.01% | 683 |
|
|
2023
Q2 | $6.61K | Buy |
+94
| New | +$6.61K | ﹤0.01% | 663 |
|
|
2023
Q1 | – | Sell |
-23
| Closed | -$3.38K | – | 991 |
|
|
2022
Q4 | $3.38K | Buy |
+23
| New | +$3.38K | ﹤0.01% | 842 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$2K | – | 162 |
|
|
2022
Q2 | $2K | Buy |
14
+6
| +75% | +$857 | ﹤0.01% | 983 |
|
|
2022
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 1093 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | -$2K | – | 895 |
|
|
2021
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 860 |
|