Concourse Financial Group Securities’s LifeGoal Conservative Wealth Builder ETF SAVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 10504 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 10131 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 10139 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 9949 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 9740 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 9504 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 9100 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 8502 |
|