CIA
Concurrent Investment Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
433
-25
| -5% | -$14.4K | ﹤0.01% | 1155 |
|
|
2025
Q1 | $259K | Sell |
458
-26
| -5% | -$14.7K | 0.01% | 990 |
|
|
2024
Q4 | $290K | Buy |
484
+32
| +7% | +$19.2K | 0.01% | 832 |
|
|
2024
Q3 | $264K | Buy |
452
+29
| +7% | +$16.9K | 0.01% | 826 |
|
|
2024
Q2 | $204K | Buy |
423
+20
| +5% | +$9.65K | 0.01% | 861 |
|
|
2024
Q1 | $226K | Buy |
403
+6
| +2% | +$3.36K | 0.01% | 755 |
|
|
2023
Q4 | $224K | Buy |
+397
| New | +$224K | 0.01% | 731 |
|