CIA
Concurrent Investment Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Buy |
7,586
+523
| +7% | +$549K | 0.15% | 141 |
|
|
2025
Q1 | $6.69M | Buy |
7,063
+2,774
| +65% | +$2.63M | 0.16% | 133 |
|
|
2024
Q4 | $4.4M | Buy |
+4,289
| New | +$4.4M | 0.12% | 179 |
|
|
2024
Q3 | – | Sell |
-4,259
| Closed | -$3.35M | – | 1019 |
|
|
2024
Q2 | $3.35M | Buy |
4,259
+258
| +6% | +$203K | 0.11% | 191 |
|
|
2024
Q1 | $3.34M | Sell |
4,001
-1,428
| -26% | -$1.19M | 0.13% | 167 |
|
|
2023
Q4 | $4.41M | Buy |
+5,429
| New | +$4.41M | 0.21% | 110 |
|