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Concord Wealth Partners’s Banco Santander SAN Stock Holding History

Concord Wealth Partners’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-162
Closed -$476 – 1182
2022
Q4 		$476 Buy
+162
New +$442 ﹤0.01% 1155
2022
Q3 		– Sell
-284
Closed -$1K – 942
2022
Q2 		$1K Sell
284
-1,018
-78% -$3.11K ﹤0.01% 1185
2022
Q1 		$4K Sell
1,302
-1,564
-55% -$5.48K ﹤0.01% 981
2021
Q4 		$9K Buy
+2,866
New +$10.1K ﹤0.01% 816
2021
Q3 		– Sell
-39,206
Closed -$153K – 1012
2021
Q2 		$153K Buy
39,206
+7,051
+22% +$27.4K 0.04% 170
2021
Q1 		$110K Buy
32,155
+31,615
+5,855% +$107K 0.04% 201
2020
Q4 		$2K Buy
+540
New +$1.37K ﹤0.01% 564

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