Concord Wealth Partners Investment Managers Ser Tr Ii Transaction History

Concord Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$29.44 - $32.11 $14,720 - $16,055	500 New	500 $14,000
Q1 2023 Apr 26, 2023	SELL	$27.06 - $29.62 $5,412 - $5,924	-200 Reduced 28.57%	500 $14,000
Q4 2022 Jan 27, 2023	BUY	$24.66 - $29.04 $17,262 - $20,328	700 New	700 $18,000
Q2 2022 Aug 04, 2022	BUY	$25.31 - $31.71 $17,717 - $22,197	700 New	700 $18,000

1.31M

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

Stay updated on Concord Wealth Partners with notifications on news.