CWP
SMR.WS

Concord Wealth Partners’s NuScale Power Corporation Warrants, each exercisable for one share of Class A Common Stock at an exercise price of $11.50 per share SMR.WS Stock Holding History

Concord Wealth Partners’s Portfolio SMR.WS Stock Details SMR.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
2024
Q3 		$1.59K Hold
2024
Q2 		$1.4K Hold
2024
Q1 		$400 Hold
2023
Q4 		$155 Hold
2023
Q3 		$330 Hold
2023
Q2 		$630 Buy