Concord Wealth Partners’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17
| Closed | -$595 | – | 1163 |
|
|
2022
Q4 | $595 | Buy |
+17
| New | +$595 | ﹤0.01% | 1146 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$1K | – | 857 |
|
|
2022
Q2 | $1K | Sell |
17
-447
| -96% | -$26.3K | ﹤0.01% | 1171 |
|
|
2022
Q1 | $17K | Sell |
464
-39
| -8% | -$1.43K | ﹤0.01% | 666 |
|
|
2021
Q4 | $21K | Buy |
503
+381
| +312% | +$15.9K | 0.01% | 634 |
|
|
2021
Q3 | $5K | Sell |
122
-157
| -56% | -$6.43K | ﹤0.01% | 593 |
|
|
2021
Q2 | $10K | Buy |
+279
| New | +$10K | ﹤0.01% | 629 |
|