Shares

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

Aug 11, 2020

SELL
N/A
-3,850 Closed
0 $0
Q1 2020

May 07, 2020

SELL
N/A
-150 Reduced 3.75%
3,850 $505,000
Q4 2019

Feb 10, 2020

BUY
N/A
4,000 New
4,000 $879,000
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.