CWP
Concord Wealth Partners’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-115
| Closed | -$7.71K | – | 973 |
|
|
2023
Q3 | $7.71K | Hold |
115
| – | – | ﹤0.01% | 657 |
|
|
2023
Q2 | $6.52K | Hold |
115
| – | – | ﹤0.01% | 664 |
|
|
2023
Q1 | $6.34K | Hold |
115
| – | – | ﹤0.01% | 639 |
|
|
2022
Q4 | $8.44K | Buy |
+115
| New | +$8.44K | ﹤0.01% | 657 |
|
|
2022
Q3 | – | Sell |
-230
| Closed | -$17K | – | 867 |
|
|
2022
Q2 | $17K | Hold |
230
| – | – | ﹤0.01% | 576 |
|
|
2022
Q1 | $21K | Hold |
230
| – | – | 0.01% | 624 |
|
|
2021
Q4 | $22K | Sell |
230
-30
| -12% | -$2.87K | 0.01% | 625 |
|
|
2021
Q3 | $24K | Hold |
260
| – | – | 0.01% | 352 |
|
|
2021
Q2 | $23K | Hold |
260
| – | – | 0.01% | 476 |
|
|
2021
Q1 | $23K | Sell |
260
-1,404
| -84% | -$124K | 0.01% | 457 |
|
|
2020
Q4 | $107K | Buy |
+1,664
| New | +$107K | 0.08% | 128 |
|