Concord Wealth Partners’s Vuzix VUZI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-45
Closed -$164 1243
2022
Q4
$164 Buy
+45
New +$164 ﹤0.01% 1213
2022
Q3
Sell
-45
Closed 1141
2022
Q2
$0 Hold
45
﹤0.01% 1390
2022
Q1
$0 Sell
45
-3,856
-99% ﹤0.01% 1402
2021
Q4
$34K Buy
3,901
+53
+1% +$462 0.01% 525
2021
Q3
$40K Sell
3,848
-11,665
-75% -$121K 0.02% 259
2021
Q2
$285K Buy
15,513
+8,745
+129% +$161K 0.08% 102
2021
Q1
$172K Buy
+6,768
New +$172K 0.06% 145