Concourse Financial Group Securities’s Prestige Wealth PWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 6299 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6976 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6970 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6983 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6982 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6913 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6752 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6593 |
|