Concourse Financial Group Securities’s Kovitz Core Equity ETF EQTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2474 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4091 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4086 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4124 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4137 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4075 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4040 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3999 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3907 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3875 |
|