CWP
Concord Wealth Partners’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95K | Buy |
+65
| New | +$2.95K | ﹤0.01% | 688 |
|
|
2024
Q4 | – | Sell |
-65
| Closed | -$2.58K | – | 982 |
|
|
2024
Q3 | $2.58K | Buy |
+65
| New | +$2.58K | ﹤0.01% | 717 |
|
|
2024
Q2 | – | Sell |
-65
| Closed | -$2.3K | – | 910 |
|
|
2024
Q1 | $2.3K | Buy |
+65
| New | +$2.3K | ﹤0.01% | 741 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$272 | – | 1013 |
|
|
2023
Q3 | $272 | Hold |
10
| – | – | ﹤0.01% | 1004 |
|
|
2023
Q2 | $279 | Hold |
10
| – | – | ﹤0.01% | 1011 |
|
|
2023
Q1 | $240 | Hold |
10
| – | – | ﹤0.01% | 957 |
|
|
2022
Q4 | $206 | Buy |
+10
| New | +$206 | ﹤0.01% | 1201 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | – | – | 1035 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1367 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1379 |
|
|
2021
Q4 | $0 | Buy |
10
+3
| +43% | – | ﹤0.01% | 1345 |
|
|
2021
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1019 |
|