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Concord Wealth Partners’s Broadridge BR Stock Holding History

Concord Wealth Partners’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-111
Closed -$23.9K – 927
2024
Q3 		$23.9K Buy
+111
New +$23.2K ﹤0.01% 446
2024
Q2 		– Sell
-391
Closed -$80.1K – 851
2024
Q1 		$80.1K Buy
391
+213
+120% +$43K 0.01% 292
2023
Q4 		$36.6K Sell
178
-479
-73% -$88.4K 0.01% 398
2023
Q3 		$118K Sell
657
-63
-9% -$11.2K 0.03% 260
2023
Q2 		$119K Buy
720
+212
+42% +$32.1K 0.03% 253
2023
Q1 		$74.5K Buy
508
+423
+498% +$60.5K 0.02% 287
2022
Q4 		$11.4K Buy
+85
New +$12.1K ﹤0.01% 619
2022
Q3 		– Sell
-284
Closed -$40K – 279
2022
Q2 		$40K Sell
284
-1,097
-79% -$159K 0.01% 409
2022
Q1 		$215K Buy
1,381
+19
+1% +$2.92K 0.06% 171
2021
Q4 		$249K Buy
1,362
+932
+217% +$164K 0.06% 158
2021
Q3 		$72K Sell
430
-731
-63% -$124K 0.03% 167
2021
Q2 		$188K Buy
1,161
+126
+12% +$20.1K 0.05% 143
2021
Q1 		$158K Buy
1,035
+1,018
+5,988% +$150K 0.05% 151
2020
Q4 		$3K Buy
+17
New +$2.47K ﹤0.01% 460

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return