Concentric Wealth Management’s Bank of Hawaii BOH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$202K Buy
2022
Q2
Sell
2022
Q1
$218K Hold
2021
Q4
$218K Hold
2021
Q3
$214K Sell
2021
Q2
$227K Sell
2021
Q1
$268K Hold
2020
Q4
$230K Buy
2020
Q2
Sell
2020
Q1
$279K Sell
2019
Q4
$821K Buy