Concord Wealth Partners Nuveen Esg Small Cap ETF Transaction History

Concord Wealth Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$34.47 - $38.8 $20,647 - $23,241	599 New	599 $20,000
Q3 2023 Oct 25, 2023	SELL	$34.47 - $38.8 $8,720 - $9,816	-253 Reduced 29.69%	599 $20,000
Q2 2023 Aug 07, 2023	BUY	$33.87 - $37.05 $1,727 - $1,889	51 Added 6.37%	852 $31,000
Q1 2023 Apr 26, 2023	BUY	$33.6 - $39.11 $3,494 - $4,067	104 Added 14.92%	801 $28,000
Q4 2022 Jan 27, 2023	BUY	$32.62 - $37.2 $22,736 - $25,928	697 New	697 $23,000
Q2 2022 Aug 04, 2022	BUY	$31.5 - $40.11 $6,930 - $8,824	220 Added 183.33%	340 $11,000
Q1 2021 May 13, 2021	BUY	$37.86 - $45.2 $4,543 - $5,424	120 New	120 $5,000

253

23.6M

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