Concord Wealth Partners Ishares Morningstar Value ETF Transaction History

Concord Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$64.75 - $69.1 $8,547 - $9,121	132 New	132 $8,000
Q4 2022 Jan 27, 2023	BUY	$57.07 - $66.32 $7,533 - $8,754	132 New	132 $8,000
Q2 2021 Jul 29, 2021	BUY	$61.94 - $65.62 $4,088 - $4,330	66 Added 100.0%	132 $9,000
Q4 2020 Feb 16, 2021	BUY	$47.6 - $56.67 $3,141 - $3,740	66 New	66 $7,000

133

8.18M

117K

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