Concentric Wealth Management, LLC iShares iBonds Mar 2020 Corp ex-Finl Transaction History

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 11, 2020
SELL
N/A
-9,900 Closed
0 $0
Q1 2020

May 07, 2020
SELL
N/A
-1,200 Reduced 10.81%
9,900 $243,000
Q4 2019

Feb 10, 2020
BUY
N/A
11,100 New
11,100 $273,000
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