Concord Wealth Partners’s NetApp NTAP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-170
Closed -$10.2K 1149
2022
Q4
$10.2K Buy
+170
New +$10.2K ﹤0.01% 631
2022
Q3
Sell
-173
Closed -$11K 786
2022
Q2
$11K Buy
173
+146
+541% +$9.28K ﹤0.01% 672
2022
Q1
$2K Hold
27
﹤0.01% 1118
2021
Q4
$2K Buy
+27
New +$2K ﹤0.01% 1145