Concord Wealth Partners’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40
| Closed | -$2.93K | – | 1071 |
|
|
2023
Q2 | $2.93K | Hold |
40
| – | – | ﹤0.01% | 807 |
|
|
2023
Q1 | $3.03K | Sell |
40
-15
| -27% | -$1.14K | ﹤0.01% | 752 |
|
|
2022
Q4 | $4.27K | Buy |
+55
| New | +$4.27K | ﹤0.01% | 799 |
|
|
2022
Q3 | – | Sell |
-146
| Closed | -$9K | – | 1019 |
|
|
2022
Q2 | $9K | Sell |
146
-44
| -23% | -$2.71K | ﹤0.01% | 711 |
|
|
2022
Q1 | $17K | Buy |
190
+67
| +54% | +$6K | ﹤0.01% | 668 |
|
|
2021
Q4 | $11K | Buy |
123
+34
| +38% | +$3.04K | ﹤0.01% | 765 |
|
|
2021
Q3 | $8K | Buy |
89
+23
| +35% | +$2.07K | ﹤0.01% | 512 |
|
|
2021
Q2 | $5K | Buy |
66
+60
| +1,000% | +$4.55K | ﹤0.01% | 743 |
|
|
2021
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 959 |
|