CWP
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Concord Wealth Partners’s Seres Therapeutics MCRB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-53
Closed 1326
2021
Q3
$0 Sell
53
-125
-70% ﹤0.01% 980
2021
Q2
$4K Sell
178
-400
-69% -$8.89K ﹤0.01% 770
2021
Q1
$12K Buy
578
+505
+692% +$10.3K ﹤0.01% 559
2020
Q4
$2K Buy
+73
New +$2K ﹤0.01% 545