Concentrum Wealth Management First Tr Exchange Traded Fd Fi Transaction History

Concentrum Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$35.18 - $46.46 $4,678 - $6,179	-133 Reduced 0.29%	45,505 $1.7 Million
Q4 2022 Feb 06, 2023	BUY	$37.54 - $43.96 $7,883 - $9,231	210 Added 0.46%	45,638 $1.87 Million
Q3 2022 Nov 10, 2022	SELL	$36.81 - $44.48 $214,786 - $259,540	-5,835 Reduced 11.38%	45,428 $1.67 Million
Q2 2022 Jul 28, 2022	BUY	$37.52 - $45.99 $45,061 - $55,233	1,201 Added 2.4%	51,263 $1.99 Million
Q1 2022 May 06, 2022	BUY	$42.38 - $48.61 $29,666 - $34,027	700 Added 1.42%	50,062 $2.3 Million
Q4 2021 Feb 02, 2022	BUY	$44.17 - $48.6 $2.18 Million - $2.4 Million	49,362 New	49,362 $2.28 Million

200

10.2M

Get notified when there are updates to the investment portfolio of Concentrum Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Concentrum Wealth Management with notifications on news.