Concord Wealth Partners First Tr ETF Fd Iv First Tr Lo Transaction History

Concord Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 09, 2021	SELL	$50.52 - $50.94 $38,546 - $38,867	-763 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$50.83 - $51.19 $421,228 - $424,211	-8,287 Reduced 91.57%	763 $39,000
Q1 2021 May 13, 2021	SELL	$51.0 - $51.58 $556,767 - $563,098	-10,917 Reduced 54.68%	9,050 $462,000
Q4 2020 Feb 16, 2021	BUY	$51.39 - $51.73 $1.03 Million - $1.03 Million	19,967 New	19,967 $1.03 Million

396

65.9M

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