Concord Wealth Partners Ishares Global Fin'L ETF Transaction History

Concord Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$76.62 - $86.64 $15,783 - $17,847	-206 Reduced 86.92%	31 $2,000
Q2 2023 Aug 07, 2023	BUY	$68.48 - $72.16 $2,876 - $3,030	42 Added 21.54%	237 $16,000
Q1 2023 Apr 26, 2023	SELL	$65.75 - $76.74 $4,931 - $5,755	-75 Reduced 27.78%	195 $13,000
Q4 2022 Jan 27, 2023	BUY	$60.97 - $73.57 $16,461 - $19,863	270 New	270 $18,000
Q1 2022 Apr 20, 2022	SELL	$72.45 - $85.55 $1,231 - $1,454	-17 Reduced 1.86%	899 $71,000
Q4 2021 Jan 21, 2022	BUY	$77.09 - $83.81 $70,614 - $76,769	916 New	916 $73,000

125

2.03M

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