CWM
RND

Concentrum Wealth Management’s First Trust Bloomberg R&D Leaders ETF RND Stock Holding History

Concentrum Wealth Management’s Portfolio RND Stock Details RND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$241K Sell
8,985
-7,005
-44% -$188K 0.08% 69
2025
Q1 		$361K Hold
15,990
– – 0.13% 58
2024
Q4 		$397K Sell
15,990
-1,750
-10% -$43.5K 0.14% 55
2024
Q3 		$414K Buy
17,740
+3,255
+22% +$75.9K 0.16% 49
2024
Q2 		$326K Buy
+14,485
New +$326K 0.14% 55