Concord Wealth Partners Global X Fds Transaction History

Concord Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$24.12 - $30.13 $747 - $934	31 New	31 $0
Q3 2023 Oct 25, 2023	SELL	$24.12 - $30.13 $4,944 - $6,176	-205 Reduced 86.86%	31 $0
Q2 2023 Aug 07, 2023	BUY	$24.5 - $29.72 $269 - $326	11 Added 4.89%	236 $6,000
Q4 2022 Jan 27, 2023	BUY	$17.67 - $21.95 $3,975 - $4,938	225 New	225 $4,000
Q2 2022 Aug 04, 2022	BUY	$20.32 - $29.37 $243 - $352	12 Added 5.63%	225 $5,000
Q4 2021 Jan 21, 2022	BUY	$34.68 - $39.83 $7,386 - $8,483	213 New	213 $8,000

398

30.5M

199K

284K

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