CWP
Concord Wealth Partners’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8
| Closed | -$1.66K | – | 917 |
|
|
2023
Q3 | $1.66K | Hold |
8
| – | – | ﹤0.01% | 896 |
|
|
2023
Q2 | $1.72K | Hold |
8
| – | – | ﹤0.01% | 892 |
|
|
2023
Q1 | $1.85K | Sell |
8
-27
| -77% | -$6.24K | ﹤0.01% | 826 |
|
|
2022
Q4 | $7.99K | Buy |
+35
| New | +$7.99K | ﹤0.01% | 669 |
|
|
2022
Q3 | – | Sell |
-56
| Closed | -$10K | – | 606 |
|
|
2022
Q2 | $10K | Buy |
56
+25
| +81% | +$4.46K | ﹤0.01% | 688 |
|
|
2022
Q1 | $6K | Hold |
31
| – | – | ﹤0.01% | 872 |
|
|
2021
Q4 | $7K | Buy |
31
+23
| +288% | +$5.19K | ﹤0.01% | 872 |
|
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 751 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 888 |
|
|
2021
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 824 |
|