CFGS
OLD

Concourse Financial Group Securities’s The Long-Term Care ETF OLD Stock Holding History

Concourse Financial Group Securities’s Portfolio OLD Stock Details OLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-250
Closed -$8K – 2516
2021
Q3 		$8K Hold
250
– – ﹤0.01% 1965
2021
Q2 		$8K Hold
250
– – ﹤0.01% 1954
2021
Q1 		$8K Hold
250
– – ﹤0.01% 1852
2020
Q4 		$7K Hold
250
– – ﹤0.01% 1820
2020
Q3 		$6K Hold
250
– – ﹤0.01% 1748
2020
Q2 		$6K Hold
250
– – ﹤0.01% 1646
2020
Q1 		$5K Hold
250
– – ﹤0.01% 1692
2019
Q4 		$8K Hold
250
– – ﹤0.01% 1518
2019
Q3 		$8K Buy
+250
New +$7.53K ﹤0.01% 1227

Concourse Financial Group Securities's OLD Position: Q4 2021 in Review

Concourse Financial Group Securities sold out of The Long-Term Care ETF (OLD) in Q4 2021, closing a stake of 250 shares — an estimated $8K sold.

Concourse Financial Group Securities first reported a position in OLD in Q3 2019 and held it in 9 quarters. The position peaked at $8K in Q3 2021. 0 funds tracked by Wall St. Rank hold OLD as of Q4 2021.

  • Concourse Financial Group Securities reported no remaining The Long-Term Care ETF position as of Q4 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 250 The Long-Term Care ETF shares in Q4 2021, an estimated $8K.
  • Concourse Financial Group Securities first reported a position in The Long-Term Care ETF in Q3 2019 and held it in 9 quarters.
  • Concourse Financial Group Securities's The Long-Term Care ETF position peaked at $8K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q4 2021.

Based on Concourse Financial Group Securities's 13F filing for Q4 2021, filed 7 Feb 2022.