Concord Wealth Partners Ishares Tr Msci Usa Esg Select Transaction History

Concord Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$89.49 - $97.11 $62,643 - $67,977	700 New	700 $62,000
Q4 2022 Jan 27, 2023	BUY	$75.77 - $88.09 $53,039 - $61,663	700 New	700 $57,000
Q2 2021 Jul 29, 2021	SELL	$88.83 - $95.54 $14,212 - $15,286	-160 Reduced 18.6%	700 $67,000
Q4 2020 Feb 16, 2021	BUY	$72.19 - $82.34 $62,083 - $70,812	860 New	860 $71,000

503

18.9M

100

100

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