Concentrum Wealth Management Invesco S&P 500 Equal Weight E Transaction History

Concentrum Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 04, 2020	SELL	$71.66 - $118.71 $2.24 Million - $3.71 Million	-31,259 Closed	0 $0
Q4 2019 Jan 15, 2020	SELL	$103.92 - $115.93 $15,484 - $17,273	-149 Reduced 0.47%	31,259 $3.62 Million
Q3 2019 Oct 31, 2019	SELL	$102.4 - $110.18 $29,798 - $32,062	-291 Reduced 0.92%	31,408 $3.4 Million
Q2 2019 Jul 22, 2019	BUY	$100.69 - $108.19 $53,667 - $57,665	533 Added 1.71%	31,699 $3.42 Million
Q1 2019 May 08, 2019	BUY	$89.68 - $104.84 $32,374 - $37,847	361 Added 1.17%	31,166 $3.26 Million
Q4 2018 Feb 07, 2019	BUY	$86.19 - $106.81 $2.66 Million - $3.29 Million	30,805 New	30,805 $2.82 Million

1,726

227M

4.59M

6.29M

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.