Concord Wealth Partners Spdr Portfolio S&P 600 Small C Transaction History

Concord Wealth Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$35.57 - $38.94 $13,587 - $14,875	-382 Reduced 32.32%	800 $31,000
Q1 2023 Apr 26, 2023	SELL	$36.04 - $42.08 $129,744 - $151,488	-3,600 Reduced 75.28%	1,182 $44,000
Q4 2022 Jan 27, 2023	BUY	$34.79 - $39.85 $166,365 - $190,562	4,782 New	4,782 $176,000
Q2 2022 Aug 04, 2022	BUY	$34.83 - $42.53 $15,952 - $19,478	458 Added 880.77%	510 $18,000
Q3 2021 Nov 09, 2021	SELL	$40.71 - $44.23 $651 - $707	-16 Reduced 23.53%	52 $2,000
Q2 2021 Jul 29, 2021	SELL	$41.43 - $45.3 $621 - $679	-15 Reduced 18.07%	68 $3,000
Q4 2020 Feb 16, 2021	BUY	$27.77 - $35.98 $2,304 - $2,986	83 New	83 $3,000

893

198M

39.5K

5.8K

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