Centric Wealth Management CAPITOL SER TR Transaction History

Centric Wealth Management

  • $357 Million
  • Q1 2025
Number of Shares
8,792
Previous 14,626 39.89%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-5,834 Reduced 39.89%
8,792 $0
Q4 2024

Feb 12, 2025
SELL
N/A
-1,965 Reduced 11.84%
14,626 $0
Q3 2024

Nov 14, 2024
BUY
N/A
8,320 Added 100.59%
16,591 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-2,027 Reduced 19.68%
8,271 $0
Q1 2024

May 01, 2024
BUY
N/A
10,298 New
10,298 $0
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