Concord Wealth Partners Schwab Strategic Tr Us Small C Transaction History

Concord Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$40.85 - $46.1 $3,104 - $3,503	76 New	76 $3,000
Q3 2023 Oct 25, 2023	BUY	$40.85 - $46.1 $40 - $46	1 Added 1.33%	76 $3,000
Q4 2022 Jan 27, 2023	BUY	$38.25 - $43.54 $2,868 - $3,265	75 New	75 $3,000
Q1 2022 Apr 20, 2022	SELL	$44.42 - $51.73 $1,377 - $1,603	-31 Reduced 29.52%	74 $4,000
Q4 2021 Jan 21, 2022	BUY	$48.64 - $55.07 $5,107 - $5,782	105 New	105 $11,000

1,146

147M

55.6K

7.8K

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