Concentrum Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

Concentrum Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 02, 2022	SELL	$394.21 - $439.01 $202,623 - $225,651	-514 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$368.16 - $394.32 $189,234 - $202,680	514 New	514 $202,000
Q2 2020 Aug 06, 2020	SELL	$226.15 - $297.17 $325,656 - $427,924	-1,440 Closed	0 $0
Q1 2020 May 04, 2020	SELL	$204.27 - $310.92 $157,083 - $239,097	-769 Reduced 34.81%	1,440 $341,000
Q3 2019 Oct 31, 2019	SELL	$260.57 - $277.38 $32,831 - $34,949	-126 Reduced 5.4%	2,209 $602,000

Q2 2019 Jul 22, 2019	BUY	$252.12 - $271.73 $588,700 - $634,489	2,335 New	2,335 $628,000

2,888

360M

2.32M

2.09M

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.