CWP
Concord Wealth Partners’s Campbell Soup CPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,698
| Closed | -$160K | – | 860 |
|
|
2023
Q4 | $160K | Buy |
3,698
+1,780
| +93% | +$77K | 0.03% | 224 |
|
|
2023
Q3 | $78.8K | Buy |
+1,918
| New | +$78.8K | 0.02% | 314 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | – | – | 1054 |
|
|
2021
Q1 | $0 | Buy |
5
+4
| +400% | – | ﹤0.01% | 1007 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 686 |
|