CWP
Concord Wealth Partners’s Service Corp International SCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-82
| Closed | -$4.69K | – | 999 |
|
2023
Q3 | $4.69K | Hold |
82
| – | – | ﹤0.01% | 728 |
|
2023
Q2 | $5.3K | Buy |
82
+64
| +356% | +$4.13K | ﹤0.01% | 696 |
|
2023
Q1 | $1.24K | Sell |
18
-64
| -78% | -$4.4K | ﹤0.01% | 871 |
|
2022
Q4 | $5.67K | Buy |
+82
| New | +$5.67K | ﹤0.01% | 734 |
|
2022
Q3 | – | Sell |
-158
| Closed | -$11K | – | 959 |
|
2022
Q2 | $11K | Buy |
158
+59
| +60% | +$4.11K | ﹤0.01% | 675 |
|
2022
Q1 | $7K | Buy |
99
+5
| +5% | +$354 | ﹤0.01% | 846 |
|
2021
Q4 | $7K | Buy |
94
+76
| +422% | +$5.66K | ﹤0.01% | 878 |
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 863 |
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1005 |
|
2021
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 953 |
|