CWP
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 |
|