Concord Wealth Partners’s Polaris PII Stock Holding History

Concord Wealth Partners’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.29K	Buy
2025 Q1	–	Sell
2024 Q4	$576	Buy
2023 Q4	–	Sell
2023 Q3	$66.2K	Buy
2022 Q3	–	Sell
2022 Q2	$2K	Buy
2022 Q1	$1K	Hold
2021 Q4	$1K	Buy
2021 Q3	–	Sell
2021 Q2	$1K	Buy