Concord Wealth Partners Schwab Strategic Tr Us Large C Transaction History

Concord Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$50.36 - $54.21 $4,733 - $5,095	94 New	94 $4,000
Q1 2023 Apr 26, 2023	BUY	$44.78 - $49.41 $44 - $49	1 Added 1.08%	94 $4,000
Q4 2022 Jan 27, 2023	BUY	$42.25 - $48.16 $3,929 - $4,478	93 New	93 $4,000
Q2 2022 Aug 04, 2022	BUY	$43.35 - $54.51 $23,625 - $29,707	545 Added 257.08%	757 $34,000
Q1 2022 Apr 20, 2022	BUY	$49.51 - $57.27 $5,248 - $6,070	106 Added 100.0%	212 $11,000
Q4 2021 Jan 21, 2022	BUY	$51.9 - $57.29 $5,501 - $6,072	106 New	106 $12,000

1,351

348M

34.3K

1.2K

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