CIA
Concurrent Investment Advisors’s Broadstone Net Lease BNL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.03M | Sell |
126,199
-35,352
| -22% | -$567K | 0.04% | 426 |
|
2025
Q1 | $2.75M | Sell |
161,551
-4,374
| -3% | -$74.5K | 0.07% | 300 |
|
2024
Q4 | $2.63M | Sell |
165,925
-42,029
| -20% | -$667K | 0.07% | 263 |
|
2024
Q3 | $3.94M | Sell |
207,954
-139,645
| -40% | -$2.65M | 0.12% | 180 |
|
2024
Q2 | $5.52M | Sell |
347,599
-45,431
| -12% | -$721K | 0.18% | 123 |
|
2024
Q1 | $6.16M | Sell |
393,030
-23,511
| -6% | -$368K | 0.25% | 95 |
|
2023
Q4 | $7.17M | Buy |
+416,541
| New | +$7.17M | 0.34% | 69 |
|