CWP
Concord Wealth Partners’s Lear LEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$403 | – | 939 |
|
|
2023
Q3 | $403 | Hold |
3
| – | – | ﹤0.01% | 993 |
|
|
2023
Q2 | $431 | Buy |
+3
| New | +$431 | ﹤0.01% | 998 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$744 | – | 1125 |
|
|
2022
Q4 | $744 | Buy |
+6
| New | +$744 | ﹤0.01% | 1127 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$6K | – | 693 |
|
|
2022
Q2 | $6K | Sell |
45
-623
| -93% | -$83.1K | ﹤0.01% | 786 |
|
|
2022
Q1 | $95K | Sell |
668
-309
| -32% | -$43.9K | 0.02% | 310 |
|
|
2021
Q4 | $179K | Buy |
977
+661
| +209% | +$121K | 0.04% | 206 |
|
|
2021
Q3 | $49K | Sell |
316
-606
| -66% | -$94K | 0.02% | 221 |
|
|
2021
Q2 | $162K | Buy |
922
+84
| +10% | +$14.8K | 0.05% | 162 |
|
|
2021
Q1 | $152K | Buy |
838
+824
| +5,886% | +$149K | 0.05% | 158 |
|
|
2020
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 542 |
|