Concord Wealth Partners Invesco S&P Smallcap Momentum Transaction History

Concord Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$54.33 - $60.32 $2,988 - $3,317	-55 Closed	0 $0
Q1 2023 Apr 26, 2023	SELL	$43.9 - $50.56 $2,590 - $2,983	-59 Reduced 51.75%	55 $2,000
Q4 2022 Jan 27, 2023	BUY	$44.83 - $51.49 $5,110 - $5,869	114 New	114 $5,000
Q1 2022 Apr 20, 2022	SELL	$48.45 - $57.46 $4,796 - $5,688	-99 Reduced 26.05%	281 $15,000
Q4 2021 Jan 21, 2022	BUY	$52.46 - $61.1 $19,934 - $23,218	380 New	380 $21,000

197

12.6M

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