Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CONCENTRIC WEALTH MANAGEMENT LLC
  City: LAFAYETTE
  State: CA
  Zip: 94549
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $375,649,000
  Total Value Change : $31,171,000
  Securities Held Change : 10
   
All Securities Held : 136
  New Positions : 13
  Closed Positions : 3
  Increased Positions : 67
  Unchanged Positions : 18
  Decreased Positions : 38

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 139 Closed $92.67 $0 0 0% -416,000 -5,118 0    Electric Utilities
   (YUM)1 Year Chart         YUM YUM! Brands Inc 138 Closed $134.34 $0 0 0% -244,000 -1,871 0    Restaurants
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 137 Closed $288.81 $0 0 0% -435,000 -1,596 0    Technical & System So...

      3 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results