CWP
Concord Wealth Partners’s WIX.com WIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3
| Closed | -$644 | – | 984 |
|
|
2024
Q4 | $644 | Hold |
3
| – | – | ﹤0.01% | 839 |
|
|
2024
Q3 | $502 | Buy |
+3
| New | +$502 | ﹤0.01% | 897 |
|
|
2023
Q4 | – | Sell |
-28
| Closed | -$2.57K | – | 1034 |
|
|
2023
Q3 | $2.57K | Sell |
28
-10
| -26% | -$918 | ﹤0.01% | 835 |
|
|
2023
Q2 | $2.97K | Hold |
38
| – | – | ﹤0.01% | 805 |
|
|
2023
Q1 | $3.79K | Hold |
38
| – | – | ﹤0.01% | 718 |
|
|
2022
Q4 | $2.92K | Buy |
+38
| New | +$2.92K | ﹤0.01% | 869 |
|
|
2022
Q3 | – | Sell |
-28
| Closed | -$2K | – | 1163 |
|
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1080 |
|
|
2022
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 1045 |
|
|
2021
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q3 | $5K | Sell |
28
-24
| -46% | -$4.29K | ﹤0.01% | 602 |
|
|
2021
Q2 | $15K | Buy |
52
+28
| +117% | +$8.08K | ﹤0.01% | 562 |
|
|
2021
Q1 | $7K | Buy |
+24
| New | +$7K | ﹤0.01% | 637 |
|