Concurrent Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Concurrent Investment Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$738K	Sell
2025 Q2	$813K	Sell
2025 Q1	$1.03M	Buy
2024 Q4	$386K	Sell
2024 Q3	$325K	Sell
2024 Q2	$300K	Sell
2024 Q1	$814K	Buy
2023 Q4	$593K	Buy