CWP
Concord Wealth Partners’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-46
| Closed | -$3.08K | – | 1036 |
|
|
2022
Q4 | $3.08K | Buy |
+46
| New | +$3.08K | ﹤0.01% | 861 |
|
|
2022
Q3 | – | Sell |
-214
| Closed | -$16K | – | 326 |
|
|
2022
Q2 | $16K | Sell |
214
-45
| -17% | -$3.36K | ﹤0.01% | 589 |
|
|
2022
Q1 | $23K | Sell |
259
-27
| -9% | -$2.4K | 0.01% | 601 |
|
|
2021
Q4 | $25K | Buy |
286
+188
| +192% | +$16.4K | 0.01% | 593 |
|
|
2021
Q3 | $8K | Sell |
98
-161
| -62% | -$13.1K | ﹤0.01% | 495 |
|
|
2021
Q2 | $18K | Buy |
259
+217
| +517% | +$15.1K | 0.01% | 521 |
|
|
2021
Q1 | $3K | Buy |
42
+31
| +282% | +$2.21K | ﹤0.01% | 750 |
|
|
2020
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 606 |
|