CWP
Concord Wealth Partners’s DXC Technology DXC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-45
| Closed | -$1.2K | – | 1049 |
|
2023
Q2 | $1.2K | Hold |
45
| – | – | ﹤0.01% | 927 |
|
2023
Q1 | $1.15K | Hold |
45
| – | – | ﹤0.01% | 882 |
|
2022
Q4 | $1.19K | Buy |
+45
| New | +$1.19K | ﹤0.01% | 1030 |
|
2022
Q3 | – | Sell |
-993
| Closed | -$30K | – | 411 |
|
2022
Q2 | $30K | Buy |
993
+624
| +169% | +$18.9K | 0.01% | 450 |
|
2022
Q1 | $12K | Sell |
369
-167
| -31% | -$5.43K | ﹤0.01% | 725 |
|
2021
Q4 | $17K | Buy |
+536
| New | +$17K | ﹤0.01% | 676 |
|
2021
Q3 | – | Sell |
-68
| Closed | -$3K | – | 938 |
|
2021
Q2 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 810 |
|