Concord Wealth Partners’s Resideo Technologies REZI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2
Closed -$33 1173
2022
Q4
$33 Buy
+2
New +$33 ﹤0.01% 1242
2022
Q3
Sell
-39
Closed -$1K 910
2022
Q2
$1K Sell
39
-540
-93% -$13.8K ﹤0.01% 1183
2022
Q1
$14K Sell
579
-414
-42% -$10K ﹤0.01% 704
2021
Q4
$26K Buy
993
+890
+864% +$23.3K 0.01% 588
2021
Q3
$3K Sell
103
-840
-89% -$24.5K ﹤0.01% 704
2021
Q2
$28K Buy
943
+7
+0.7% +$208 0.01% 439
2021
Q1
$26K Buy
936
+902
+2,653% +$25.1K 0.01% 438
2020
Q4
$1K Buy
+34
New +$1K ﹤0.01% 651