CWP
Concord Wealth Partners’s Snap SNAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-401
| Closed | -$4.29K | – | 978 |
|
|
2024
Q3 | $4.29K | Buy |
+401
| New | +$4.29K | ﹤0.01% | 659 |
|
|
2024
Q2 | – | Sell |
-401
| Closed | -$4.6K | – | 906 |
|
|
2024
Q1 | $4.6K | Buy |
+401
| New | +$4.6K | ﹤0.01% | 663 |
|
|
2023
Q4 | – | Sell |
-473
| Closed | -$4.21K | – | 1006 |
|
|
2023
Q3 | $4.21K | Buy |
473
+328
| +226% | +$2.92K | ﹤0.01% | 750 |
|
|
2023
Q2 | $1.72K | Hold |
145
| – | – | ﹤0.01% | 893 |
|
|
2023
Q1 | $1.63K | Hold |
145
| – | – | ﹤0.01% | 845 |
|
|
2022
Q4 | $1.3K | Buy |
+145
| New | +$1.3K | ﹤0.01% | 1019 |
|
|
2022
Q3 | – | Sell |
-384
| Closed | -$5K | – | 987 |
|
|
2022
Q2 | $5K | Sell |
384
-115
| -23% | -$1.5K | ﹤0.01% | 836 |
|
|
2022
Q1 | $18K | Hold |
499
| – | – | ﹤0.01% | 655 |
|
|
2021
Q4 | $23K | Buy |
499
+247
| +98% | +$11.4K | 0.01% | 618 |
|
|
2021
Q3 | $19K | Sell |
252
-209
| -45% | -$15.8K | 0.01% | 387 |
|
|
2021
Q2 | $31K | Buy |
461
+23
| +5% | +$1.55K | 0.01% | 422 |
|
|
2021
Q1 | $23K | Buy |
438
+423
| +2,820% | +$22.2K | 0.01% | 458 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 654 |
|