Concord Wealth Partners Schwab Strategic Tr Us Broad M Transaction History

Concord Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 26, 2023	SELL	$44.47 - $49.23 $21,345 - $23,630	-480 Reduced 59.7%	324 $15,000
Q4 2022 Jan 27, 2023	BUY	$41.94 - $47.81 $33,719 - $38,439	804 New	804 $36,000
Q2 2022 Aug 04, 2022	BUY	$42.93 - $53.98 $128 - $161	3 Added 0.25%	1,191 $53,000
Q1 2022 Apr 20, 2022	BUY	$49.15 - $56.85 $29,244 - $33,825	595 Added 100.34%	1,188 $63,000
Q4 2021 Jan 21, 2022	BUY	$51.87 - $56.86 $22,355 - $24,506	431 Added 266.05%	593 $67,000
Q4 2020 Feb 16, 2021	BUY	$39.03 - $45.5 $6,322 - $7,371	162 New	162 $15,000

1,146

165M

188K

19.4K

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