Shares

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

Feb 10, 2020

SELL
N/A
-1,756 Closed
0 $0
Q3 2019

Nov 06, 2019

SELL
N/A
-10 Reduced 0.57%
1,756 $332,000
Q2 2019

Aug 05, 2019

SELL
N/A
-30 Reduced 1.67%
1,766 $330,000
Q4 2017

Feb 06, 2018

SELL
N/A
-135 Reduced 6.99%
1,796 $280,000
Q3 2017

Nov 07, 2017

BUY
N/A
1,931
1,931 $281,000
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.