Concord Wealth Partners’s Coresite Realty Corporation COR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-184
Closed -$25K 1368
2021
Q3
$25K Sell
184
-570
-76% -$81.4K 0.01% 345
2021
Q2
$101K Buy
754
+235
+45% +$29.4K 0.03% 237
2021
Q1
$62K Buy
519
+507
+4,225% +$61.7K 0.02% 301
2020
Q4
$2K Buy
+12
New +$1.49K ﹤0.01% 584

Other funds holding COR

Concord Wealth Partners's COR Position: Q4 2021 in Review

Concord Wealth Partners sold out of Coresite Realty Corporation (COR) in Q4 2021, closing a stake of 184 shares — an estimated $25K sold.

Concord Wealth Partners first reported a position in COR in Q4 2020 and held it in 4 quarters. The position peaked at $101K in Q2 2021. 3 funds tracked by Wall St. Rank hold COR as of Q4 2021.

  • Concord Wealth Partners reported no remaining Coresite Realty Corporation position as of Q4 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 184 Coresite Realty Corporation shares in Q4 2021, an estimated $25K.
  • Concord Wealth Partners first reported a position in Coresite Realty Corporation in Q4 2020 and held it in 4 quarters.
  • Concord Wealth Partners's Coresite Realty Corporation position peaked at $101K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q4 2021.

Based on Concord Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.