Concentrum Wealth Management Ishares Barclays 1 3 Year Trea Transaction History

Concentrum Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 29, 2021	SELL	$86.21 - $86.4 $356,650 - $357,436	-4,137 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$86.32 - $86.46 $133,191 - $133,407	1,543 Added 59.48%	4,137 $357,000
Q3 2019 Oct 31, 2019	SELL	$84.4 - $85.1 $28,527 - $28,763	-338 Reduced 11.53%	2,594 $220,000
Q1 2019 May 08, 2019	SELL	$83.51 - $84.18 $9,019 - $9,091	-108 Reduced 3.55%	2,932 $247,000
Q4 2018 Feb 07, 2019	BUY	$82.85 - $83.62 $251,863 - $254,204	3,040 New	3,040 $254,000

1,206

232M

362K

186K

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.