CWP
Concord Wealth Partners’s AptarGroup ATR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21
| Closed | -$2.63K | – | 825 |
|
|
2023
Q3 | $2.63K | Hold |
21
| – | – | ﹤0.01% | 829 |
|
|
2023
Q2 | $2.43K | Hold |
21
| – | – | ﹤0.01% | 835 |
|
|
2023
Q1 | $2.48K | Hold |
21
| – | – | ﹤0.01% | 782 |
|
|
2022
Q4 | $2.31K | Buy |
+21
| New | +$2.31K | ﹤0.01% | 909 |
|
|
2022
Q3 | – | Sell |
-131
| Closed | -$14K | – | 227 |
|
|
2022
Q2 | $14K | Hold |
131
| – | – | ﹤0.01% | 612 |
|
|
2022
Q1 | $15K | Buy |
131
+110
| +524% | +$12.6K | ﹤0.01% | 681 |
|
|
2021
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 1028 |
|
|
2021
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 803 |
|
|
2021
Q1 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 745 |
|