Concord Wealth Partners Schwab Fundamental Emerging Mk Transaction History

Concord Wealth Partners

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$26.05 - $28.35 $2,891 - $3,146	111 New	111 $2,000
Q2 2023 Aug 07, 2023	BUY	$25.72 - $27.75 $25 - $27	1 Added 0.91%	111 $2,000
Q4 2022 Jan 27, 2023	BUY	$23.19 - $26.37 $2,550 - $2,900	110 New	110 $2,000
Q2 2022 Aug 04, 2022	SELL	$25.56 - $29.71 $664 - $772	-26 Reduced 11.21%	206 $5,000
Q1 2022 Apr 20, 2022	BUY	$26.69 - $33.2 $373 - $464	14 Added 6.42%	232 $7,000
Q4 2021 Jan 21, 2022	BUY	$30.22 - $33.49 $2,326 - $2,578	77 Added 54.61%	218 $7,000
Q2 2021 Jul 29, 2021	BUY	$30.51 - $33.34 $549 - $600	18 Added 14.63%	141 $5,000
Q4 2020 Feb 16, 2021	BUY	$23.48 - $28.35 $2,888 - $3,487	123 New	123 $3,000

336

163M

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