Concord Wealth Partners Ishares Short Term National Mu Transaction History

Concord Wealth Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$102.82 - $104.26 $61,075 - $61,930	594 New	594 $61,000
Q3 2023 Oct 25, 2023	SELL	$102.82 - $104.26 $719 - $729	-7 Reduced 1.16%	594 $61,000
Q2 2023 Aug 07, 2023	BUY	$103.24 - $105.0 $206 - $210	2 Added 0.33%	601 $62,000
Q1 2023 Apr 26, 2023	SELL	$103.3 - $105.14 $826 - $841	-8 Reduced 1.32%	599 $62,000
Q4 2022 Jan 27, 2023	BUY	$102.5 - $104.49 $62,217 - $63,425	607 New	607 $63,000
Q2 2022 Aug 04, 2022	BUY	$103.31 - $104.87 $103 - $104	1 Added 0.17%	605 $63,000
Q4 2021 Jan 21, 2022	BUY	$107.24 - $107.56 $64,772 - $64,966	604 New	604 $65,000

823

69.3M

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