CWP
Concord Wealth Partners’s Brady Corp BRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19
| Closed | -$895 | – | 1022 |
|
|
2022
Q4 | $895 | Buy |
+19
| New | +$895 | ﹤0.01% | 1082 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$1K | – | 280 |
|
|
2022
Q2 | $1K | Sell |
12
-83
| -87% | -$6.92K | ﹤0.01% | 1105 |
|
|
2022
Q1 | $4K | Buy |
95
+12
| +14% | +$505 | ﹤0.01% | 943 |
|
|
2021
Q4 | $4K | Hold |
83
| – | – | ﹤0.01% | 977 |
|
|
2021
Q3 | $4K | Hold |
83
| – | – | ﹤0.01% | 617 |
|
|
2021
Q2 | $5K | Hold |
83
| – | – | ﹤0.01% | 721 |
|
|
2021
Q1 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 699 |
|