Concord Wealth Partners’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40
| Closed | -$482 | – | 1191 |
|
|
2022
Q4 | $482 | Buy |
+40
| New | +$482 | ﹤0.01% | 1154 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | – | – | 963 |
|
|
2022
Q2 | $0 | Hold |
40
| – | – | ﹤0.01% | 1351 |
|
|
2022
Q1 | $0 | Hold |
40
| – | – | ﹤0.01% | 1367 |
|
|
2021
Q4 | $0 | Buy |
+40
| New | – | ﹤0.01% | 1338 |
|