CWP
Concord Wealth Partners’s SPDR S&P Software & Services ETF XSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21
| Closed | -$3.97K | – | 988 |
|
|
2024
Q4 | $3.97K | Buy |
+21
| New | +$3.97K | ﹤0.01% | 634 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$6K | – | 1196 |
|
|
2022
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 802 |
|
|
2022
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 852 |
|
|
2021
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 848 |
|
|
2021
Q3 | $9K | Hold |
50
| – | – | ﹤0.01% | 491 |
|
|
2021
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 646 |
|
|
2021
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 613 |
|
|
2020
Q4 | $8K | Buy |
+50
| New | +$8K | 0.01% | 379 |
|