Concord Wealth Partners’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3
| Closed | -$64 | – | 1219 |
|
2022
Q4 | $64 | Buy |
+3
| New | +$64 | ﹤0.01% | 1235 |
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 1063 |
|
2022
Q2 | $0 | Sell |
3
-99
| -97% | – | ﹤0.01% | 1374 |
|
2022
Q1 | $12K | Sell |
102
-19
| -16% | -$2.24K | ﹤0.01% | 744 |
|
2021
Q4 | $15K | Buy |
121
+52
| +75% | +$6.45K | ﹤0.01% | 701 |
|
2021
Q3 | $10K | Sell |
69
-51
| -43% | -$7.39K | ﹤0.01% | 472 |
|
2021
Q2 | $25K | Sell |
120
-64
| -35% | -$13.3K | 0.01% | 464 |
|
2021
Q1 | $39K | Buy |
184
+176
| +2,200% | +$37.3K | 0.01% | 375 |
|
2020
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 568 |
|