CWP
Concord Wealth Partners’s Cal-Maine CALM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-200
| Closed | -$11.8K | – | 852 |
|
2024
Q1 | $11.8K | Hold |
200
| – | – | ﹤0.01% | 558 |
|
2023
Q4 | $11.5K | Hold |
200
| – | – | ﹤0.01% | 551 |
|
2023
Q3 | $9.68K | Hold |
200
| – | – | ﹤0.01% | 624 |
|
2023
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 620 |
|
2023
Q1 | $12.2K | Hold |
200
| – | – | ﹤0.01% | 565 |
|
2022
Q4 | $10.9K | Buy |
+200
| New | +$10.9K | ﹤0.01% | 624 |
|
2022
Q3 | – | Sell |
-200
| Closed | -$10K | – | 296 |
|
2022
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 682 |
|
2022
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 749 |
|
2021
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 856 |
|
2021
Q3 | – | Sell |
-200
| Closed | -$7K | – | 924 |
|
2021
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 680 |
|
2021
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 605 |
|
2020
Q4 | $8K | Buy |
+200
| New | +$8K | 0.01% | 373 |
|