Concurrent Investment Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
29,002
+10,771
| +59% | +$963K | 0.05% | 365 |
|
|
2025
Q1 | $1.38M | Buy |
18,231
+6,708
| +58% | +$509K | 0.03% | 451 |
|
|
2024
Q4 | $891K | Buy |
11,523
+29
| +0.3% | +$2.24K | 0.02% | 519 |
|
|
2024
Q3 | $839K | Sell |
11,494
-108
| -0.9% | -$7.89K | 0.02% | 504 |
|
|
2024
Q2 | $699K | Sell |
11,602
-139
| -1% | -$8.38K | 0.02% | 508 |
|
|
2024
Q1 | $741K | Sell |
11,741
-1,562
| -12% | -$98.6K | 0.03% | 446 |
|
|
2023
Q4 | $773K | Buy |
+13,303
| New | +$773K | 0.04% | 380 |
|