CIA
Concurrent Investment Advisors’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+3,173
| New | +$200K | ﹤0.01% | 1261 |
|
|
2025
Q1 | – | Sell |
-3,634
| Closed | -$213K | – | 1212 |
|
|
2024
Q4 | $213K | Hold |
3,634
| – | – | 0.01% | 953 |
|
|
2024
Q3 | $211K | Hold |
3,634
| – | – | 0.01% | 919 |
|
|
2024
Q2 | $202K | Sell |
3,634
-151
| -4% | -$8.39K | 0.01% | 864 |
|
|
2024
Q1 | $202K | Buy |
+3,785
| New | +$202K | 0.01% | 798 |
|