CIA
Concurrent Investment Advisors’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
36,658
+3,121
| +9% | +$58K | 0.01% | 732 |
|
|
2025
Q1 | $515K | Buy |
33,537
+13,025
| +63% | +$200K | 0.01% | 741 |
|
|
2024
Q4 | $273K | Buy |
20,512
+10,137
| +98% | +$135K | 0.01% | 857 |
|
|
2024
Q3 | $126K | Buy |
+10,375
| New | +$126K | ﹤0.01% | 978 |
|