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