Concord Wealth Partners ETF Ser Solutions U S Global J Transaction History

Concord Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$17.52 - $21.42 $876 - $1,071	-50 Reduced 9.04%	503 $10,000
Q1 2023 Apr 26, 2023	SELL	$16.97 - $21.04 $10,249 - $12,708	-604 Reduced 52.2%	553 $10,000
Q4 2022 Jan 27, 2023	BUY	$15.24 - $18.74 $17,632 - $21,682	1,157 New	1,157 $19,000
Q4 2021 Jan 21, 2022	BUY	$19.38 - $24.89 $28,294 - $36,339	1,460 New	1,460 $31,000

209

21.4M

3.58M

34.8M

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