CWP
Concord Wealth Partners’s CACI CACI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9
| Closed | -$2.83K | – | 845 |
|
|
2023
Q3 | $2.83K | Hold |
9
| – | – | ﹤0.01% | 816 |
|
|
2023
Q2 | $3.07K | Hold |
9
| – | – | ﹤0.01% | 803 |
|
|
2023
Q1 | $2.67K | Hold |
9
| – | – | ﹤0.01% | 768 |
|
|
2022
Q4 | $2.71K | Buy |
+9
| New | +$2.71K | ﹤0.01% | 888 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$3K | – | 292 |
|
|
2022
Q2 | $3K | Sell |
9
-34
| -79% | -$11.3K | ﹤0.01% | 922 |
|
|
2022
Q1 | $13K | Hold |
43
| – | – | ﹤0.01% | 709 |
|
|
2021
Q4 | $12K | Buy |
43
+31
| +258% | +$8.65K | ﹤0.01% | 740 |
|
|
2021
Q3 | $3K | Sell |
12
-12
| -50% | -$3K | ﹤0.01% | 669 |
|
|
2021
Q2 | $6K | Buy |
24
+2
| +9% | +$500 | ﹤0.01% | 700 |
|
|
2021
Q1 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 657 |
|