Concentric Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Concentric Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	$29.81 - $32.7 $296,132 - $324,841	-9,934 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$30.78 - $34.63 $23,669 - $26,630	-769 Reduced 7.18%	9,934 $316,000
Q4 2020 Feb 10, 2021	SELL	$26.72 - $30.68 $13,279 - $15,247	-497 Reduced 4.44%	10,703 $328,000
Q3 2020 Nov 12, 2020	SELL	$24.69 - $27.71 $44,442 - $49,878	-1,800 Reduced 13.85%	11,200 $300,000
Q2 2020 Aug 11, 2020	SELL	$19.87 - $25.05 $67,558 - $85,170	-3,400 Reduced 20.73%	13,000 $317,000
Q1 2020 May 07, 2020	SELL	$18.68 - $28.22 $29,888 - $45,152	-1,600 Reduced 8.89%	16,400 $339,000
Q4 2019 Feb 10, 2020	BUY	$24.83 - $27.51 $446,939 - $495,180	18,000 New	18,000 $493,000

779

141M

28.1K

200

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