Concord Wealth Partners Pimco Active Bond Exchange Tra Transaction History

Concord Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	BUY	$87.0 - $92.92 $53,505 - $57,145	615 New	615 $55,000
Q1 2022 Apr 20, 2022	SELL	$100.7 - $108.94 $11,580 - $12,528	-115 Reduced 13.07%	765 $78,000
Q4 2021 Jan 21, 2022	BUY	$108.95 - $110.71 $12,529 - $12,731	115 Added 15.03%	880 $96,000
Q4 2020 Feb 16, 2021	BUY	$111.26 - $113.14 $85,113 - $86,552	765 New	765 $87,000

449

39.9M

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