Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 06, 2021

SELL
N/A
-130,854 Closed
0 $0
Q2 2021

Jul 21, 2021

SELL
N/A
-462,214 Reduced 77.94%
130,854 $1.76 Million
Q1 2021

Apr 14, 2021

BUY
N/A
22,415 Added 3.93%
593,068 $7.79 Million
Q4 2020

Feb 16, 2021

BUY
N/A
543,394 Added 1993.45%
570,653 $6.16 Million
Q3 2020

Oct 05, 2020

BUY
N/A
4,412 Added 19.31%
27,259 $232,000
Q2 2020

Jul 29, 2020

SELL
N/A
-4,412 Reduced 16.19%
22,847 $156,000
Q1 2020

Apr 08, 2020

BUY
N/A
27,259 New
27,259 $232,000
Q4 2019

Jan 06, 2020

SELL
N/A
-27,259 Closed
0 $0
Q3 2019

Oct 03, 2019

SELL
N/A
-1,689 Reduced 5.83%
27,259 $232,000
Q2 2019

Jul 08, 2019

SELL
N/A
-2,934 Reduced 9.2%
28,948 $304,000
Q1 2019

Apr 09, 2019

BUY
N/A
31,882 New
31,882 $319,000
Track This Portfolio

Track Centric Wealth Management Portfolio

Follow Centric Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Centric Wealth Management with notifications on news.