A detailed history of Centric Wealth Management transactions in Impact Shs Fds I Tr Ywca Women stock. As of the latest transaction made, Centric Wealth Management holds 19,730 shares of WOMN stock, worth $773,613. This represents 0.2% of its overall portfolio holdings.

Number of Shares
19,730
Previous 19,156 3.0%
Holding current value
$773,613
Previous $689,000 10.6%
% of portfolio
0.2%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$34.89 - $38.82 $20,026 - $22,282
574 Added 3.0%
19,730 $762,000
Q2 2024

Aug 13, 2024

BUY
$34.3 - $36.11 $18,041 - $18,993
526 Added 2.82%
19,156 $689,000
Q1 2024

May 01, 2024

SELL
$32.93 - $36.14 $5,993 - $6,577
-182 Reduced 0.97%
18,630 $672,000
Q4 2023

Feb 06, 2024

BUY
$28.82 - $33.48 $542,161 - $629,825
18,812 New
18,812 $626,000

Others Institutions Holding WOMN

About IMPACT SHS FDS I TR YWCA WOMEN


  • Ticker WOMN
  • Sector ETFs
  • Industry ETFs
More about WOMN
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.