CWP
Concord Wealth Partners’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29K | Buy |
+130
| New | +$5.29K | ﹤0.01% | 624 |
|
|
2025
Q1 | – | Sell |
-10
| Closed | -$576 | – | 929 |
|
|
2024
Q4 | $576 | Buy |
+10
| New | +$576 | ﹤0.01% | 850 |
|
|
2023
Q4 | – | Sell |
-636
| Closed | -$66.2K | – | 971 |
|
|
2023
Q3 | $66.2K | Buy |
+636
| New | +$66.2K | 0.01% | 337 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$2K | – | 856 |
|
|
2022
Q2 | $2K | Buy |
22
+12
| +120% | +$1.09K | ﹤0.01% | 1047 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1234 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1251 |
|
|
2021
Q3 | – | Sell |
-10
| Closed | -$1K | – | 999 |
|
|
2021
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 997 |
|