Concord Wealth Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$1.31K | – | 885 |
|
|
2023
Q3 | $1.31K | Hold |
3
| – | – | ﹤0.01% | 922 |
|
|
2023
Q2 | $1.2K | Hold |
3
| – | – | ﹤0.01% | 928 |
|
|
2023
Q1 | $1.25K | Hold |
3
| – | – | ﹤0.01% | 870 |
|
|
2022
Q4 | $1.2K | Buy |
+3
| New | +$1.2K | ﹤0.01% | 1026 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$2K | – | 487 |
|
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 1021 |
|
|
2022
Q1 | $3K | Sell |
6
-4
| -40% | -$2K | ﹤0.01% | 1007 |
|
|
2021
Q4 | $5K | Buy |
10
+7
| +233% | +$3.5K | ﹤0.01% | 943 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 826 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 965 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 909 |
|