CWP
Concord Wealth Partners’s RELX RELX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-47
| Closed | -$2.14K | – | 939 |
|
|
2024
Q4 | $2.14K | Hold |
47
| – | – | ﹤0.01% | 704 |
|
|
2024
Q3 | $2.23K | Buy |
+47
| New | +$2.23K | ﹤0.01% | 730 |
|
|
2023
Q4 | – | Sell |
-323
| Closed | -$10.9K | – | 981 |
|
|
2023
Q3 | $10.9K | Hold |
323
| – | – | ﹤0.01% | 601 |
|
|
2023
Q2 | $10.8K | Hold |
323
| – | – | ﹤0.01% | 592 |
|
|
2023
Q1 | $10.5K | Sell |
323
-38
| -11% | -$1.23K | ﹤0.01% | 586 |
|
|
2022
Q4 | $10K | Buy |
+361
| New | +$10K | ﹤0.01% | 635 |
|
|
2022
Q3 | – | Sell |
-628
| Closed | -$17K | – | 909 |
|
|
2022
Q2 | $17K | Sell |
628
-6,254
| -91% | -$169K | ﹤0.01% | 577 |
|
|
2022
Q1 | $214K | Sell |
6,882
-426
| -6% | -$13.2K | 0.06% | 174 |
|
|
2021
Q4 | $238K | Buy |
7,308
+6,053
| +482% | +$197K | 0.06% | 166 |
|
|
2021
Q3 | $36K | Sell |
1,255
-5,069
| -80% | -$145K | 0.01% | 274 |
|
|
2021
Q2 | $169K | Buy |
6,324
+1,483
| +31% | +$39.6K | 0.05% | 157 |
|
|
2021
Q1 | $122K | Buy |
4,841
+4,753
| +5,401% | +$120K | 0.04% | 185 |
|
|
2020
Q4 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 561 |
|