CWP
Concord Wealth Partners’s Halozyme HALO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43K | Hold |
66
| – | – | ﹤0.01% | 677 |
|
|
2025
Q1 | $4.21K | Hold |
66
| – | – | ﹤0.01% | 605 |
|
|
2024
Q4 | $3.16K | Hold |
66
| – | – | ﹤0.01% | 657 |
|
|
2024
Q3 | $3.78K | Hold |
66
| – | – | ﹤0.01% | 673 |
|
|
2024
Q2 | $3.46K | Hold |
66
| – | – | ﹤0.01% | 617 |
|
|
2024
Q1 | $2.69K | Hold |
66
| – | – | ﹤0.01% | 721 |
|
|
2023
Q4 | $2.44K | Hold |
66
| – | – | ﹤0.01% | 695 |
|
|
2023
Q3 | $2.52K | Hold |
66
| – | – | ﹤0.01% | 837 |
|
|
2023
Q2 | $2.38K | Hold |
66
| – | – | ﹤0.01% | 837 |
|
|
2023
Q1 | $2.52K | Hold |
66
| – | – | ﹤0.01% | 779 |
|
|
2022
Q4 | $3.76K | Buy |
+66
| New | +$3.76K | ﹤0.01% | 821 |
|
|
2022
Q3 | – | Sell |
-66
| Closed | -$3K | – | 559 |
|
|
2022
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 942 |
|
|
2022
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 1055 |
|
|
2021
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 686 |
|
|
2021
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 816 |
|
|
2021
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 756 |
|
|
2020
Q4 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 470 |
|