Concentrum Wealth Management's ownership history for SPY

Concentrum Wealth Management currently holds 654 shares with a market value of $446.0K. It started holding SPY on 2024-09-30. At its peak, it held 919 shares on 2024-12-31. Its highest holding value was $538.5K on 2024-12-31. At its lowest, it held 445 shares on 2025-03-31, with a value of $249.1K on 2025-03-31. In the recent 180 days, Concentrum Wealth Management has increased its shares by 209. In the recent year, Concentrum Wealth Management has decreased its shares by 253.