A detailed history of Concord Wealth Partners transactions in Ishares U.S. ETF Trust Gsci CO stock. As of the latest transaction made, Concord Wealth Partners holds 138 shares of COMT stock, worth $3,575. This represents 0.0% of its overall portfolio holdings.

Number of Shares
138
Previous 252 45.24%
Holding current value
$3,575
Previous $6,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$26.31 - $27.9 $2,999 - $3,180
-114 Reduced 45.24%
138 $3,000
Q1 2024

Apr 30, 2024

SELL
$24.85 - $27.0 $9,368 - $10,179
-377 Reduced 59.94%
252 $6,000
Q4 2023

Apr 30, 2024

SELL
$25.07 - $29.37 $4,763 - $5,580
-190 Reduced 23.2%
629 $15,000
Q4 2023

Feb 05, 2024

SELL
$25.07 - $29.37 $4,763 - $5,580
-190 Reduced 23.2%
629 $15,000
Q3 2023

Apr 30, 2024

BUY
$26.0 - $29.76 $4,940 - $5,654
190 Added 30.21%
819 $23,000
Q2 2023

Aug 07, 2023

BUY
$25.02 - $27.92 $10,258 - $11,447
410 Added 100.24%
819 $21,000
Q1 2023

Apr 26, 2023

SELL
$25.61 - $28.53 $12,395 - $13,808
-484 Reduced 54.2%
409 $11,000
Q4 2022

Jan 27, 2023

BUY
$27.32 - $39.82 $24,396 - $35,559
893 New
893 $25,000
Q2 2022

Aug 04, 2022

BUY
$39.7 - $46.11 $5,478 - $6,363
138 Added 10.99%
1,394 $57,000
Q1 2022

Apr 20, 2022

BUY
$31.05 - $45.1 $13,041 - $18,942
420 Added 50.24%
1,256 $50,000
Q4 2021

Jan 21, 2022

BUY
$29.38 - $38.34 $24,561 - $32,052
836 New
836 $26,000

Others Institutions Holding COMT

About ISHARES U.S. ETF TRUST GSCI CO


  • Ticker COMT
  • Sector ETFs
  • Industry ETFs
More about COMT
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