CWP
Concord Wealth Partners’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61K | Buy |
52
+9
| +21% | +$624 | ﹤0.01% | 669 |
|
|
2025
Q1 | $2.88K | Hold |
43
| – | – | ﹤0.01% | 648 |
|
|
2024
Q4 | $2.9K | Hold |
43
| – | – | ﹤0.01% | 670 |
|
|
2024
Q3 | $3.17K | Hold |
43
| – | – | ﹤0.01% | 693 |
|
|
2024
Q2 | $3.08K | Hold |
43
| – | – | ﹤0.01% | 629 |
|
|
2024
Q1 | $3.21K | Buy |
+43
| New | +$3.21K | ﹤0.01% | 707 |
|
|
2023
Q4 | – | Sell |
-17
| Closed | -$1.01K | – | 865 |
|
|
2023
Q3 | $1.01K | Hold |
17
| – | – | ﹤0.01% | 941 |
|
|
2023
Q2 | $1.06K | Hold |
17
| – | – | ﹤0.01% | 943 |
|
|
2023
Q1 | $1.11K | Hold |
17
| – | – | ﹤0.01% | 887 |
|
|
2022
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1063 |
|
|
2022
Q3 | – | Sell |
-385
| Closed | -$19K | – | 371 |
|
|
2022
Q2 | $19K | Buy |
385
+169
| +78% | +$8.34K | 0.01% | 550 |
|
|
2022
Q1 | $11K | Sell |
216
-2
| -0.9% | -$102 | ﹤0.01% | 751 |
|
|
2021
Q4 | $13K | Buy |
218
+201
| +1,182% | +$12K | ﹤0.01% | 728 |
|
|
2021
Q3 | $1K | Sell |
17
-169
| -91% | -$9.94K | ﹤0.01% | 815 |
|
|
2021
Q2 | $12K | Hold |
186
| – | – | ﹤0.01% | 589 |
|
|
2021
Q1 | $11K | Buy |
+186
| New | +$11K | ﹤0.01% | 570 |
|