Concentrum Wealth Management Ishares Tr Transaction History

Concentrum Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$68.23 - $82.05 $272 - $328	4 Added 0.11%	3,645 $259,000
Q4 2022 Feb 06, 2023	BUY	$67.64 - $80.38 $31,317 - $37,215	463 Added 14.57%	3,641 $274,000
Q3 2022 Nov 10, 2022	SELL	$67.55 - $79.83 $284,317 - $336,004	-4,209 Reduced 56.98%	3,178 $215,000
Q2 2022 Jul 28, 2022	SELL	$67.96 - $84.37 $47,436 - $58,890	-698 Reduced 8.63%	7,387 $517,000
Q1 2022 May 06, 2022	BUY	$78.62 - $91.32 $6,446 - $7,488	82 Added 1.02%	8,085 $683,000
Q4 2021 Feb 02, 2022	BUY	$83.02 - $90.24 $664,409 - $722,190	8,003 New	8,003 $694,000

409

18M

19.7K

3.9K

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