Concord Wealth Partners Select Sector Spdr Fd Material Transaction History

Concord Wealth Partners

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 30, 2024	SELL	$74.46 - $86.21 $4,318 - $5,000	-58 Reduced 93.55%	4 $0
Q4 2023 Feb 05, 2024	SELL	$74.46 - $86.21 $4,318 - $5,000	-58 Reduced 93.55%	4 $0
Q3 2023 Apr 30, 2024	BUY	$77.84 - $85.72 $4,514 - $4,971	58 Added 1450.0%	62 $4,000
Q1 2023 Apr 26, 2023	SELL	$75.51 - $85.21 $9,136 - $10,310	-121 Reduced 66.12%	62 $5,000
Q4 2022 Jan 27, 2023	BUY	$68.18 - $83.76 $12,476 - $15,328	183 New	183 $14,000
Q3 2021 Nov 09, 2021	SELL	$79.11 - $86.51 $1,819 - $1,989	-23 Reduced 27.06%	62 $5,000
Q1 2021 May 13, 2021	BUY	$70.64 - $79.69 $4,238 - $4,781	60 Added 240.0%	85 $7,000
Q4 2020 Feb 16, 2021	BUY	$61.94 - $72.39 $1,548 - $1,809	25 New	25 $2,000

922

57.3M

22.2M

24.1M

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