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Concord Wealth Partners’s Flex FLEX Stock Holding History

Concord Wealth Partners’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$27.6K Buy
+553
New +$27.6K ﹤0.01% 423
2023
Q2 		– Sell
-200
Closed -$4.6K – 1051
2023
Q1 		$4.6K Hold
200
– – ﹤0.01% 684
2022
Q4 		$4.29K Buy
+200
New +$4.29K ﹤0.01% 795