Concord Wealth Partners’s Defiance Connective Technologies ETF UFOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $27.3K | Hold |
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|
2025
Q3 | $26.4K | Buy |
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2025
Q2 | $22.5K | Buy |
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|
2025
Q1 | $18.1K | Buy |
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|
2024
Q4 | $20.3K | Hold |
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|
2024
Q3 | $18.4K | Buy |
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|
2024
Q2 | $17.7K | Buy |
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|
2024
Q1 | $16.5K | Buy |
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|
2023
Q4 | $15.1K | Sell |
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|
2023
Q3 | $22.5K | Buy |
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|
2023
Q2 | $24.2K | Buy |
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|
2023
Q1 | $23.5K | Buy |
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|
2022
Q4 | $21.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $27K | Buy |
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|
2021
Q4 | $30K | Buy |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $10K | Buy |
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