CWP
Concord Wealth Partners’s Visteon VC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5
| Closed | -$654 | – | 1233 |
|
|
2022
Q4 | $654 | Buy |
+5
| New | +$654 | ﹤0.01% | 1137 |
|
|
2022
Q3 | – | Sell |
-23
| Closed | -$2K | – | 1102 |
|
|
2022
Q2 | $2K | Sell |
23
-268
| -92% | -$23.3K | ﹤0.01% | 1076 |
|
|
2022
Q1 | $32K | Sell |
291
-234
| -45% | -$25.7K | 0.01% | 524 |
|
|
2021
Q4 | $58K | Buy |
525
+339
| +182% | +$37.5K | 0.01% | 430 |
|
|
2021
Q3 | $18K | Sell |
186
-520
| -74% | -$50.3K | 0.01% | 397 |
|
|
2021
Q2 | $85K | Buy |
706
+87
| +14% | +$10.5K | 0.02% | 264 |
|
|
2021
Q1 | $75K | Buy |
619
+601
| +3,339% | +$72.8K | 0.03% | 265 |
|
|
2020
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 569 |
|