Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Concentrum Wealth Management
  City: San Jose
  State: CA
  Zip: 95138
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $216,503,000
  Total Value Change : $24,973,000
  Securities Held Change : 4
   
All Securities Held : 70
  New Positions : 7
  Closed Positions : 4
  Increased Positions : 37
  Unchanged Positions : 10
  Decreased Positions : 16

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

   
Holdings Found : 4     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
   (CRM)1 Year Chart         CRM Salesforce.com Inc 72 Closed $276.80 $0 0 0% -203,000 -771 0    Internet Software & S...
   (NKE)1 Year Chart         NKE Nike Inc B 71 Closed $92.79 $0 0 0% -302,000 -2,781 0    Textile - Apparel Foo...
   (EXPD)1 Year Chart         EXPD Expeditors International of... 74 Closed $117.52 $0 0 0% -233,000 -1,836 0    AirDelivery & Freight...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 73 Closed $75.63 $0 0 0% -272,000 -2,829 0    Specialty Eateries

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