CWP
Concord Wealth Partners’s ICICI Bank IBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-101
| Closed | -$2.34K | – | 915 |
|
|
2023
Q3 | $2.34K | Hold |
101
| – | – | ﹤0.01% | 849 |
|
|
2023
Q2 | $2.33K | Hold |
101
| – | – | ﹤0.01% | 845 |
|
|
2023
Q1 | $2.18K | Hold |
101
| – | – | ﹤0.01% | 800 |
|
|
2022
Q4 | $2.21K | Buy |
+101
| New | +$2.21K | ﹤0.01% | 918 |
|
|
2022
Q3 | – | Sell |
-101
| Closed | -$2K | – | 596 |
|
|
2022
Q2 | $2K | Sell |
101
-1,387
| -93% | -$27.5K | ﹤0.01% | 1028 |
|
|
2022
Q1 | $28K | Sell |
1,488
-112
| -7% | -$2.11K | 0.01% | 560 |
|
|
2021
Q4 | $32K | Buy |
1,600
+1,306
| +444% | +$26.1K | 0.01% | 541 |
|
|
2021
Q3 | $6K | Sell |
294
-1,310
| -82% | -$26.7K | ﹤0.01% | 552 |
|
|
2021
Q2 | $27K | Buy |
1,604
+817
| +104% | +$13.8K | 0.01% | 442 |
|
|
2021
Q1 | $13K | Buy |
+787
| New | +$13K | ﹤0.01% | 539 |
|