CIA
Concurrent Investment Advisors’s Drilling Tools International DTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-85,000
| Closed | -$317K | – | 1061 |
|
|
2024
Q3 | $317K | Hold |
85,000
| – | – | 0.01% | 754 |
|
|
2024
Q2 | $478K | Hold |
85,000
| – | – | 0.02% | 593 |
|
|
2024
Q1 | $255K | Buy |
85,000
+20,000
| +31% | +$60K | 0.01% | 714 |
|
|
2023
Q4 | $208K | Buy |
+65,000
| New | +$208K | 0.01% | 750 |
|