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Concurrent Investment Advisors’s BayCom BCML Stock Holding History

Concurrent Investment Advisors’s Portfolio BCML Stock Details BCML Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,787
Closed -$260K – 1015
2024
Q2 		$260K Hold
12,787
– – 0.01% 777
2024
Q1 		$264K Hold
12,787
– – 0.01% 705
2023
Q4 		$302K Buy
+12,787
New +$302K 0.01% 645