CWP
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Concord Wealth Partners’s Tradeweb Markets TW Stock Holding History

Concord Wealth Partners’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$89.8K 0.02% 292
2023
Q2 		$3.01K Buy
+44
New +$3.12K ﹤0.01% 804
2023
Q1 		– Sell
-44
Closed -$2.86K – 1220
2022
Q4 		$2.86K Buy
+44
New +$2.59K ﹤0.01% 874
2022
Q3 		– Sell
-44
Closed -$3K – 1074
2022
Q2 		$3K Buy
+44
New +$3.2K ﹤0.01% 971

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