CIA
ERC
Concurrent Investment Advisors’s Allspring Multi-Sector Income Fund ERC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
22,534
+567
| +3% | +$5.36K | ﹤0.01% | 1229 |
|
|
2025
Q1 | $203K | Buy |
21,967
+2,095
| +11% | +$19.3K | ﹤0.01% | 1113 |
|
|
2024
Q4 | $183K | Buy |
19,872
+6,101
| +44% | +$56.1K | ﹤0.01% | 987 |
|
|
2024
Q3 | $132K | Sell |
13,771
-8
| -0.1% | -$77 | ﹤0.01% | 974 |
|
|
2024
Q2 | $124K | Sell |
13,779
-3,446
| -20% | -$30.9K | ﹤0.01% | 906 |
|
|
2024
Q1 | $161K | Sell |
17,225
-2,432
| -12% | -$22.7K | 0.01% | 822 |
|
|
2023
Q4 | $186K | Buy |
+19,657
| New | +$186K | 0.01% | 774 |
|