CWP
BCPC
Concord Wealth Partners’s Balchem Corporation BCPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7
| Closed | -$855 | – | 1255 |
|
|
2022
Q4 | $855 | Buy |
+7
| New | +$855 | ﹤0.01% | 1096 |
|
|
2022
Q3 | – | Sell |
-111
| Closed | -$14K | – | 1222 |
|
|
2022
Q2 | $14K | Hold |
111
| – | – | ﹤0.01% | 625 |
|
|
2022
Q1 | $15K | Buy |
111
+4
| +4% | +$541 | ﹤0.01% | 694 |
|
|
2021
Q4 | $18K | Buy |
+107
| New | +$18K | ﹤0.01% | 672 |
|
|
2021
Q3 | – | Sell |
-107
| Closed | -$14K | – | 1057 |
|
|
2021
Q2 | $14K | Hold |
107
| – | – | ﹤0.01% | 571 |
|
|
2021
Q1 | $13K | Buy |
+107
| New | +$13K | ﹤0.01% | 549 |
|