Concord Wealth Partners Managed Portfolio Ser Tortoise Transaction History

Concord Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$25.32 - $27.96 $10,659 - $11,771	-421 Closed	0 $0
Q4 2022 Jan 27, 2023	BUY	$23.36 - $26.48 $9,834 - $11,148	421 New	421 $10,000
Q1 2022 Apr 20, 2022	BUY	$22.5 - $26.72 $5,917 - $7,027	263 Added 65.91%	662 $18,000
Q4 2021 Jan 21, 2022	BUY	$21.34 - $23.93 $8,514 - $9,548	399 New	399 $9,000

113

15M

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