Concord Wealth Partners Schwab Strategic U.S. Mid Cap Transaction History

Concord Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	BUY	$61.05 - $69.94 $1,770 - $2,028	29 New	29 $1,000
Q2 2022 Aug 04, 2022	SELL	$60.91 - $76.4 $1,949 - $2,444	-32 Reduced 53.33%	28 $2,000
Q1 2022 Apr 20, 2022	BUY	$70.66 - $80.89 $70 - $80	1 Added 1.69%	60 $5,000
Q4 2021 Jan 21, 2022	BUY	$76.01 - $83.39 $4,484 - $4,920	59 New	59 $5,000

950

108M

8.1K

3.6K

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