Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 10, 2020

SELL
N/A
-8,212 Closed
0 $0
Q3 2019

Nov 06, 2019

SELL
N/A
-120 Reduced 1.44%
8,212 $815,000
Q1 2019

May 08, 2019

BUY
N/A
130 Added 1.58%
8,332 $786,000
Q4 2018

Feb 13, 2019

SELL
N/A
-5,496 Reduced 40.12%
8,202 $526,000
Q3 2018

Nov 13, 2018

BUY
N/A
592 Added 4.52%
13,698 $1.23 Million
Q2 2018

Aug 06, 2018

BUY
N/A
190 Added 1.47%
13,106 $1.04 Million
Q1 2018

May 03, 2018

BUY
N/A
740 Added 6.08%
12,916 $1.15 Million
Q4 2017

Feb 06, 2018

BUY
N/A
785 Added 6.89%
12,176 $1.27 Million
Q3 2017

Nov 07, 2017

BUY
N/A
11,391
11,391 $1.66 Million
Track This Portfolio

Track Concentric Wealth Management, LLC Portfolio

Follow Concentric Wealth Management, LLC 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 Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.