CONCENTRIC WEALTH MANAGEMENT, LLC – California BanCorp Transaction History
CONCENTRIC WEALTH MANAGEMENT, LLC portfolio value:
$311,000
portfolio value
CONCENTRIC WEALTH MANAGEMENT, LLC quarter portfolio value change:
+4.93%
quarter
California BanCorp 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 15K | $20.22 | 15.37K | |
| Q2 2022 | share | 0.00% | 0 shares | -58K | $19.27 | 15.37K | |
| Q1 2022 | share | 0.00% | 0 shares | 28K | $23.01 | 15.37K | |
| Q4 2021 | share | 0.00% | 0 shares | 56K | $20.01 | 15.37K | |
| Q3 2021 | share | 0.00% | 0 shares | -17K | $17.53 | 15.37K | |
| Q2 2021 | share | Increase | 0.00% | 15.37K shares | 287K | $18.7 | 15.37K |