Concord Wealth Partners’s Textron TXT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-9
| Closed | -$703 | – | 1023 |
|
2023
Q3 | $703 | Hold |
9
| – | – | ﹤0.01% | 963 |
|
2023
Q2 | $609 | Buy |
+9
| New | +$609 | ﹤0.01% | 979 |
|
2023
Q1 | – | Sell |
-30
| Closed | -$2.12K | – | 1224 |
|
2022
Q4 | $2.12K | Buy |
+30
| New | +$2.12K | ﹤0.01% | 925 |
|
2022
Q3 | – | Sell |
-897
| Closed | -$55K | – | 1078 |
|
2022
Q2 | $55K | Buy |
897
+177
| +25% | +$10.9K | 0.02% | 358 |
|
2022
Q1 | $54K | Sell |
720
-153
| -18% | -$11.5K | 0.01% | 421 |
|
2021
Q4 | $67K | Buy |
873
+531
| +155% | +$40.8K | 0.02% | 397 |
|
2021
Q3 | $24K | Sell |
342
-473
| -58% | -$33.2K | 0.01% | 353 |
|
2021
Q2 | $56K | Sell |
815
-87
| -10% | -$5.98K | 0.02% | 336 |
|
2021
Q1 | $51K | Sell |
902
-134
| -13% | -$7.58K | 0.02% | 336 |
|
2020
Q4 | $50K | Buy |
+1,036
| New | +$50K | 0.04% | 208 |
|