CWP
Concord Wealth Partners’s Cameco CCJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Buy |
+1,383
| New | +$103K | 0.02% | 265 |
|
|
2024
Q4 | – | Sell |
-380
| Closed | -$18.1K | – | 929 |
|
|
2024
Q3 | $18.1K | Buy |
+380
| New | +$18.1K | ﹤0.01% | 485 |
|
|
2024
Q2 | – | Sell |
-332
| Closed | -$14.4K | – | 854 |
|
|
2024
Q1 | $14.4K | Buy |
+332
| New | +$14.4K | ﹤0.01% | 534 |
|
|
2023
Q4 | – | Sell |
-332
| Closed | -$13.2K | – | 848 |
|
|
2023
Q3 | $13.2K | Hold |
332
| – | – | ﹤0.01% | 573 |
|
|
2023
Q2 | $10.4K | Hold |
332
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $8.69K | Hold |
332
| – | – | ﹤0.01% | 608 |
|
|
2022
Q4 | $7.53K | Buy |
+332
| New | +$7.53K | ﹤0.01% | 679 |
|
|
2022
Q3 | – | Sell |
-332
| Closed | -$7K | – | 306 |
|
|
2022
Q2 | $7K | Hold |
332
| – | – | ﹤0.01% | 747 |
|
|
2022
Q1 | $10K | Hold |
332
| – | – | ﹤0.01% | 773 |
|
|
2021
Q4 | $7K | Hold |
332
| – | – | ﹤0.01% | 857 |
|
|
2021
Q3 | $7K | Hold |
332
| – | – | ﹤0.01% | 525 |
|
|
2021
Q2 | $6K | Hold |
332
| – | – | ﹤0.01% | 702 |
|
|
2021
Q1 | $6K | Sell |
332
-5,847
| -95% | -$106K | ﹤0.01% | 644 |
|
|
2020
Q4 | $83K | Buy |
+6,179
| New | +$83K | 0.06% | 150 |
|