CWP
Concord Wealth Partners’s Tradeweb Markets TW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,170
| Closed | -$93.8K | – | 1022 |
|
|
2023
Q3 | $93.8K | Buy |
1,170
+1,126
| +2,559% | +$90.3K | 0.02% | 292 |
|
|
2023
Q2 | $3.01K | Buy |
+44
| New | +$3.01K | ﹤0.01% | 804 |
|
|
2023
Q1 | – | Sell |
-44
| Closed | -$2.86K | – | 1221 |
|
|
2022
Q4 | $2.86K | Buy |
+44
| New | +$2.86K | ﹤0.01% | 874 |
|
|
2022
Q3 | – | Sell |
-44
| Closed | -$3K | – | 1074 |
|
|
2022
Q2 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 971 |
|