CWP
STR
Concord Wealth Partners’s Sitio Royalties STR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-75
| Closed | -$1.44K | – | 959 |
|
|
2024
Q4 | $1.44K | Hold |
75
| – | – | ﹤0.01% | 745 |
|
|
2024
Q3 | $1.56K | Hold |
75
| – | – | ﹤0.01% | 770 |
|
|
2024
Q2 | $1.77K | Hold |
75
| – | – | ﹤0.01% | 673 |
|
|
2024
Q1 | $1.85K | Hold |
75
| – | – | ﹤0.01% | 757 |
|
|
2023
Q4 | $1.76K | Hold |
75
| – | – | ﹤0.01% | 725 |
|
|
2023
Q3 | $1.82K | Hold |
75
| – | – | ﹤0.01% | 881 |
|
|
2023
Q2 | $1.97K | Hold |
75
| – | – | ﹤0.01% | 870 |
|
|
2023
Q1 | $1.7K | Hold |
75
| – | – | ﹤0.01% | 840 |
|
|
2022
Q4 | $2.16K | Buy |
+75
| New | +$2.16K | ﹤0.01% | 920 |
|