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Concorde Asset Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Concorde Asset Management’s Portfolio AESR Stock Details AESR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,140
Closed -$209K – 137
2023
Q4 		$209K Sell
15,140
-1,537
-9% -$21.2K 0.14% 146
2023
Q3 		$204K Buy
+16,677
New +$204K 0.18% 130