Concord Wealth Partners Wisdomtree Tr U.S Transaction History

Concord Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$79.77 - $86.66 $30,551 - $33,190	-383 Closed	0 $0
Q4 2022 Jan 27, 2023	BUY	$77.6 - $89.39 $29,720 - $34,236	383 New	383 $32,000
Q1 2022 Apr 20, 2022	BUY	$82.52 - $88.81 $20,630 - $22,202	250 Added 72.67%	594 $52,000
Q4 2021 Jan 21, 2022	BUY	$76.78 - $82.54 $26,412 - $28,393	344 New	344 $28,000

260

6.68M

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