Concord Wealth Partners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11
| Closed | -$6.6K | – | 906 |
|
|
2024
Q4 | $6.6K | Hold |
11
| – | – | ﹤0.01% | 569 |
|
|
2024
Q3 | $6.41K | Buy |
+11
| New | +$6.41K | ﹤0.01% | 603 |
|
|
2023
Q1 | – | Sell |
-33
| Closed | -$15.4K | – | 1138 |
|
|
2022
Q4 | $15.4K | Buy |
+33
| New | +$15.4K | ﹤0.01% | 573 |
|
|
2022
Q3 | – | Sell |
-33
| Closed | -$14K | – | 747 |
|
|
2022
Q2 | $14K | Buy |
33
+4
| +14% | +$1.7K | ﹤0.01% | 618 |
|
|
2022
Q1 | $15K | Buy |
29
+4
| +16% | +$2.07K | ﹤0.01% | 688 |
|
|
2021
Q4 | $15K | Buy |
+25
| New | +$15K | ﹤0.01% | 699 |
|
|
2021
Q1 | – | Sell |
-75
| Closed | -$34K | – | 1042 |
|
|
2020
Q4 | $34K | Buy |
+75
| New | +$34K | 0.03% | 250 |
|