Concord Wealth Partners’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34K | Buy |
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|
2025
Q1 | $1.54K | Hold |
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|
2024
Q4 | $1.76K | Hold |
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|
2024
Q3 | $2.02K | Hold |
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|
2024
Q2 | $3.06K | Hold |
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|
2024
Q1 | $2.59K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $44K | Sell |
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|
2021
Q4 | $43K | Buy |
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|
2021
Q3 | $5K | Buy |
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|
2021
Q2 | $2K | Buy |
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