CFGS
CLIA

Concourse Financial Group Securities’s Veridien Climate Action ETF CLIA Stock Holding History

Concourse Financial Group Securities’s Portfolio CLIA Stock Details CLIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-148,192
Closed -$2.82M – 2409
2024
Q2 		$2.82M Sell
148,192
-5,721
-4% -$112K 0.18% 126
2024
Q1 		$2.96M Buy
153,913
+5,073
+3% +$94.5K 0.19% 120
2023
Q4 		$3.06M Buy
148,840
+3,132
+2% +$57.4K 0.22% 103
2023
Q3 		$2.75M Buy
+145,708
New +$3.04M 0.21% 108

Concourse Financial Group Securities's CLIA Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of Veridien Climate Action ETF (CLIA) in Q3 2024, closing a stake of 148,192 shares — an estimated $2.82M sold.

Concourse Financial Group Securities first reported a position in CLIA in Q3 2023 and held it in 4 quarters. The position peaked at $3.06M in Q4 2023. 0 funds tracked by Wall St. Rank hold CLIA as of Q3 2024.

  • Concourse Financial Group Securities reported no remaining Veridien Climate Action ETF position as of Q3 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 148,192 Veridien Climate Action ETF shares in Q3 2024, an estimated $2.82M.
  • Concourse Financial Group Securities first reported a position in Veridien Climate Action ETF in Q3 2023 and held it in 4 quarters.
  • Concourse Financial Group Securities's Veridien Climate Action ETF position peaked at $3.06M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Veridien Climate Action ETF as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.