CIA
Concurrent Investment Advisors’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Sell |
127,785
-198
| -0.2% | -$9.67K | 0.12% | 180 |
|
|
2025
Q1 | $5.57M | Buy |
127,983
+70,275
| +122% | +$3.06M | 0.14% | 161 |
|
|
2024
Q4 | $2.65M | Buy |
57,708
+40,947
| +244% | +$1.88M | 0.07% | 261 |
|
|
2024
Q3 | $765K | Buy |
16,761
+2,425
| +17% | +$111K | 0.02% | 523 |
|
|
2024
Q2 | $623K | Buy |
+14,336
| New | +$623K | 0.02% | 528 |
|