Number of Shares
98,000
Previous 80,000 22.5%
Holding current value
$365 Million
Previous $490 Million 25.54%
% of portfolio
0.17%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
N/A
18,000 Added 22.5%
98,000 $365 Million
Q3 2023

Nov 08, 2023

BUY
N/A
80,000 New
80,000 $0
Track This Portfolio

Track Concentrum Wealth Management Portfolio

Follow Concentrum Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Concentrum Wealth Management with notifications on news.