Concentrum Wealth Management's ownership history for SDVY

Concentrum Wealth Management currently holds 40.9K shares with a market value of $1.6M. It started holding SDVY on 2024-12-31. At its peak, it held 49.6K shares on 2025-03-31. Its highest holding value was $1.7M on 2025-09-30. At its lowest, it held 12.4K shares on 2024-12-31, with a value of $446.1K on 2024-12-31. In the recent 180 days, Concentrum Wealth Management has decreased its shares by 3.3K. In the recent year, Concentrum Wealth Management has increased its shares by 28.5K.