Concentric Wealth Management, LLC United Technologies Transaction History

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

Shares

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

Aug 11, 2020
SELL
N/A
-36,112 Closed
0 $0
Q1 2020

May 07, 2020
BUY
N/A
235 Added 0.66%
36,112 $3.41 Million
Q4 2019

Feb 10, 2020
BUY
N/A
10,446 Added 41.08%
35,877 $5.37 Million
Q3 2019

Nov 06, 2019
SELL
N/A
-80 Reduced 0.31%
25,431 $3.47 Million
Q2 2019

Aug 05, 2019
BUY
N/A
240 Added 0.95%
25,511 $3.32 Million
Q1 2019

May 08, 2019
BUY
N/A
842 Added 3.45%
25,271 $3.26 Million
Q4 2018

Feb 13, 2019
BUY
N/A
1,016 Added 4.34%
24,429 $2.6 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-632 Reduced 2.63%
23,413 $3.27 Million
Q2 2018

Aug 06, 2018
BUY
N/A
755 Added 3.24%
24,045 $3.01 Million
Q1 2018

May 03, 2018
BUY
N/A
195 Added 0.84%
23,290 $2.93 Million
Q4 2017

Feb 06, 2018
BUY
N/A
280 Added 1.23%
23,095 $2.95 Million
Q3 2017

Nov 07, 2017
BUY
N/A
22,815
22,815 $2.65 Million
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