CWP
Concord Wealth Partners’s Caesars Entertainment CZR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19
| Closed | -$881 | – | 863 |
|
|
2023
Q3 | $881 | Hold |
19
| – | – | ﹤0.01% | 954 |
|
|
2023
Q2 | $968 | Hold |
19
| – | – | ﹤0.01% | 954 |
|
|
2023
Q1 | $927 | Hold |
19
| – | – | ﹤0.01% | 904 |
|
|
2022
Q4 | $790 | Buy |
+19
| New | +$790 | ﹤0.01% | 1113 |
|
|
2022
Q3 | – | Sell |
-49
| Closed | -$2K | – | 367 |
|
|
2022
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 950 |
|
|
2021
Q4 | $5K | Buy |
49
+30
| +158% | +$3.06K | ﹤0.01% | 935 |
|
|
2021
Q3 | $2K | Sell |
19
-30
| -61% | -$3.16K | ﹤0.01% | 743 |
|
|
2021
Q2 | $5K | Hold |
49
| – | – | ﹤0.01% | 726 |
|
|
2021
Q1 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 704 |
|