Concord Wealth Partners’s Q2 Holdings QTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-73
| Closed | -$3K | – | 895 |
|
|
2022
Q2 | $3K | Sell |
73
-110
| -60% | -$4.52K | ﹤0.01% | 957 |
|
|
2022
Q1 | $11K | Sell |
183
-14
| -7% | -$842 | ﹤0.01% | 762 |
|
|
2021
Q4 | $16K | Buy |
197
+112
| +132% | +$9.1K | ﹤0.01% | 691 |
|
|
2021
Q3 | $7K | Sell |
85
-289
| -77% | -$23.8K | ﹤0.01% | 536 |
|
|
2021
Q2 | $38K | Buy |
374
+115
| +44% | +$11.7K | 0.01% | 388 |
|
|
2021
Q1 | $26K | Buy |
259
+234
| +936% | +$23.5K | 0.01% | 437 |
|
|
2020
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 489 |
|