Concord Wealth Partners Goldman Sachs Access Treasury Transaction History

Concord Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$99.75 - $100.89 $199 - $201	-2 Reduced 11.76%	15 $1,000
Q4 2023 Apr 30, 2024	BUY	$99.69 - $100.2 $1,096 - $1,102	11 Added 183.33%	17 $1,000
Q4 2023 Feb 05, 2024	BUY	$99.69 - $100.2 $1,096 - $1,102	11 Added 183.33%	17 $1,000
Q3 2023 Apr 30, 2024	SELL	$99.65 - $100.12 $1,096 - $1,101	-11 Reduced 64.71%	6 $0
Q3 2023 Oct 25, 2023	BUY	$99.65 - $100.12 $597 - $600	6 New	6 $0
Q4 2022 Jan 27, 2023	BUY	$99.58 - $99.94 $5,476 - $5,496	55 New	55 $5,000

374

49.4M

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