California Bancorp shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of California Bancorp (CALB) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in California Bancorp
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Quarterly reported holdings in California Bancorp by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $381k | 15k | 24.76 |
| 2023-09-30 | $309k | 15k | 20.10 |
| 2023-06-30 | $231k | 15k | 15.00 |
| 2023-03-31 | $300k | 15k | 19.51 |
| 2022-12-31 | $366k | 15k | 23.78 |
| 2022-09-30 | $311k | 15k | 20.23 |
| 2022-06-30 | $296k | 15k | 19.25 |
| 2022-03-31 | $354k | 15k | 23.03 |
| 2021-12-31 | $326k | 15k | 21.20 |
| 2021-09-30 | $270k | 15k | 17.56 |
| 2021-06-30 | $287k | 15k | 18.67 |
More positions owned by Concentric Wealth Management
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