D First Tr Exchange-traded shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum Wealth Management investment in D First Tr Exchange-traded
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Quarterly reported holdings in D First Tr Exchange-traded by Concentrum Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $637k | 36k | 17.70 |
2024-09-30 | $991k | 55k | 18.10 |
2024-06-30 | $950k | 55k | 17.36 |
2024-03-31 | $980k | 57k | 17.32 |
2023-12-31 | $967k | 57k | 16.86 |
2023-09-30 | $1.3M | 83k | 15.97 |
2023-06-30 | $1.3M | 84k | 15.97 |
2023-03-31 | $1.4M | 90k | 15.96 |
2022-12-31 | $1.5M | 90k | 16.80 |
2022-09-30 | $1.6M | 97k | 16.70 |
2022-06-30 | $1.9M | 108k | 17.23 |
2022-03-31 | $2.2M | 114k | 19.02 |
2021-12-31 | $2.3M | 114k | 20.32 |
2021-09-30 | $2.4M | 116k | 20.54 |
2021-06-30 | $2.4M | 116k | 20.60 |
2021-03-31 | $2.2M | 109k | 20.15 |
2020-12-31 | $2.3M | 113k | 20.19 |
2020-09-30 | $2.2M | 113k | 19.17 |
2020-06-30 | $2.0M | 111k | 18.42 |
2020-03-31 | $1.9M | 118k | 16.40 |
2019-12-31 | $1.7M | 83k | 20.07 |
2019-09-30 | $1.5M | 78k | 19.73 |
2019-06-30 | $1.6M | 80k | 19.38 |
2019-03-31 | $1.5M | 80k | 19.06 |
2018-12-31 | $1.5M | 85k | 17.95 |
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