Concord Wealth Partners Wisdomtree Yield Enhanced U.S. Transaction History

Concord Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$42.98 - $43.99 $17,106 - $17,508	-398 Closed	0 $0
Q4 2022 Jan 27, 2023	BUY	$41.0 - $43.97 $16,318 - $17,500	398 New	398 $16,000
Q1 2022 Apr 20, 2022	BUY	$47.38 - $51.33 $11,323 - $12,267	239 Added 61.92%	625 $30,000
Q4 2021 Jan 21, 2022	BUY	$51.35 - $52.36 $19,821 - $20,210	386 New	386 $20,000

171

21.5M

2.4K

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