Concord Wealth Partners Global X Fds U S Pfd ETF (De) Transaction History

Concord Wealth Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$19.39 - $20.35 $35,212 - $36,955	-1,816 Closed	0 $0
Q3 2023 Oct 25, 2023	SELL	$18.73 - $19.58 $15,677 - $16,388	-837 Reduced 31.55%	1,816 $34,000
Q2 2023 Aug 07, 2023	BUY	$18.48 - $20.1 $15,467 - $16,823	837 Added 46.09%	2,653 $51,000
Q1 2023 Apr 26, 2023	SELL	$18.95 - $21.88 $60,943 - $70,366	-3,216 Reduced 63.91%	1,816 $36,000
Q4 2022 Jan 27, 2023	BUY	$19.02 - $20.86 $95,708 - $104,967	5,032 New	5,032 $97,000
Q1 2022 Apr 20, 2022	BUY	$22.56 - $25.61 $8,956 - $10,167	397 Added 58.99%	1,070 $25,000
Q4 2021 Jan 21, 2022	BUY	$25.24 - $26.03 $16,986 - $17,518	673 New	673 $17,000

291

59.9M

2.1K

1.8K

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