CWP
Concord Wealth Partners’s Capri Holdings CPRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-33
| Closed | -$1.74K | – | 860 |
|
2023
Q3 | $1.74K | Hold |
33
| – | – | ﹤0.01% | 891 |
|
2023
Q2 | $1.18K | Hold |
33
| – | – | ﹤0.01% | 934 |
|
2023
Q1 | $1.55K | Hold |
33
| – | – | ﹤0.01% | 852 |
|
2022
Q4 | $1.89K | Buy |
+33
| New | +$1.89K | ﹤0.01% | 949 |
|
2022
Q3 | – | Sell |
-33
| Closed | -$1K | – | 344 |
|
2022
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1109 |
|
2022
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 1077 |
|
2021
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 1109 |
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 740 |
|
2021
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 877 |
|
2021
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 813 |
|