CWP
Concord Wealth Partners’s Pinterest PINS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14
| Closed | -$383 | – | 1065 |
|
|
2023
Q2 | $383 | Hold |
14
| – | – | ﹤0.01% | 1003 |
|
|
2023
Q1 | $382 | Hold |
14
| – | – | ﹤0.01% | 945 |
|
|
2022
Q4 | $340 | Buy |
+14
| New | +$340 | ﹤0.01% | 1179 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$9K | – | 858 |
|
|
2022
Q2 | $9K | Sell |
500
-30
| -6% | -$540 | ﹤0.01% | 707 |
|
|
2022
Q1 | $13K | Hold |
530
| – | – | ﹤0.01% | 719 |
|
|
2021
Q4 | $19K | Buy |
530
+30
| +6% | +$1.08K | ﹤0.01% | 660 |
|
|
2021
Q3 | $25K | Buy |
500
+354
| +242% | +$17.7K | 0.01% | 343 |
|
|
2021
Q2 | $12K | Sell |
146
-36
| -20% | -$2.96K | ﹤0.01% | 599 |
|
|
2021
Q1 | $13K | Buy |
+182
| New | +$13K | ﹤0.01% | 543 |
|