CWP
Concord Wealth Partners’s Pacific Biosciences PACB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23
| Closed | -$188 | – | 1159 |
|
|
2022
Q4 | $188 | Buy |
+23
| New | +$188 | ﹤0.01% | 1206 |
|
|
2022
Q3 | – | Sell |
-93
| Closed | – | – | 827 |
|
|
2022
Q2 | $0 | Sell |
93
-1,576
| -94% | – | ﹤0.01% | 1338 |
|
|
2022
Q1 | $15K | Sell |
1,669
-1,659
| -50% | -$14.9K | ﹤0.01% | 690 |
|
|
2021
Q4 | $68K | Buy |
3,328
+2,295
| +222% | +$46.9K | 0.02% | 391 |
|
|
2021
Q3 | $26K | Sell |
1,033
-1,616
| -61% | -$40.7K | 0.01% | 335 |
|
|
2021
Q2 | $93K | Sell |
2,649
-495
| -16% | -$17.4K | 0.03% | 248 |
|
|
2021
Q1 | $105K | Buy |
3,144
+3,048
| +3,175% | +$102K | 0.04% | 215 |
|
|
2020
Q4 | $2K | Buy |
+96
| New | +$2K | ﹤0.01% | 555 |
|