CWP
Concord Wealth Partners’s SelectQuote SLQT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$672 | – | 1197 |
|
|
2022
Q4 | $672 | Buy |
+1,000
| New | +$672 | ﹤0.01% | 1134 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$2K | – | 981 |
|
|
2022
Q2 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 1065 |
|
|
2022
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 1039 |
|
|
2021
Q4 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 817 |
|
|
2021
Q1 | – | Sell |
-79
| Closed | -$2K | – | 1057 |
|
|
2020
Q4 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 567 |
|