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

135

6.94M

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

Stay updated on Concord Wealth Partners with notifications on news.