Concord Wealth Partners’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-50	Closed	-$5K	–	1025
2021 Q2	$5K	Hold	50	–	–	﹤0.01%	745
2021 Q1	$5K	Buy	+50	New	+$5K	﹤0.01%	683