CWP
Concord Wealth Partners’s Arch Capital ACGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24
| Closed | -$2.22K | – | 817 |
|
|
2024
Q4 | $2.22K | Hold |
24
| – | – | ﹤0.01% | 702 |
|
|
2024
Q3 | $2.69K | Buy |
+24
| New | +$2.69K | ﹤0.01% | 713 |
|
|
2023
Q4 | – | Sell |
-238
| Closed | -$19K | – | 806 |
|
|
2023
Q3 | $19K | Hold |
238
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $17.8K | Hold |
238
| – | – | ﹤0.01% | 519 |
|
|
2023
Q1 | $16.2K | Hold |
238
| – | – | ﹤0.01% | 522 |
|
|
2022
Q4 | $14.9K | Buy |
+238
| New | +$14.9K | ﹤0.01% | 578 |
|
|
2022
Q3 | – | Sell |
-238
| Closed | -$11K | – | 165 |
|
|
2022
Q2 | $11K | Hold |
238
| – | – | ﹤0.01% | 662 |
|
|
2022
Q1 | $12K | Hold |
238
| – | – | ﹤0.01% | 723 |
|
|
2021
Q4 | $11K | Hold |
238
| – | – | ﹤0.01% | 750 |
|
|
2021
Q3 | $9K | Sell |
238
-120
| -34% | -$4.54K | ﹤0.01% | 480 |
|
|
2021
Q2 | $14K | Buy |
358
+160
| +81% | +$6.26K | ﹤0.01% | 565 |
|
|
2021
Q1 | $8K | Buy |
+198
| New | +$8K | ﹤0.01% | 603 |
|