CWM
BANX

Concentric Wealth Management’s ArrowMark Financial BANX Stock Holding History

Concentric Wealth Management’s Portfolio BANX Stock Details BANX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,350
Closed -$253K – 118
2019
Q4 		$253K Buy
+11,350
New +$253K 0.11% 114