CIA
Concurrent Investment Advisors’s Pure Cycle PCYO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
11,000
-1,000
| -8% | -$10.7K | ﹤0.01% | 1306 |
|
|
2025
Q1 | $126K | Hold |
12,000
| – | – | ﹤0.01% | 1161 |
|
|
2024
Q4 | $152K | Sell |
12,000
-1,000
| -8% | -$12.7K | ﹤0.01% | 1004 |
|
|
2024
Q3 | $140K | Sell |
13,000
-1,000
| -7% | -$10.8K | ﹤0.01% | 966 |
|
|
2024
Q2 | $134K | Sell |
14,000
-1,300
| -8% | -$12.4K | ﹤0.01% | 904 |
|
|
2024
Q1 | $145K | Hold |
15,300
| – | – | 0.01% | 829 |
|
|
2023
Q4 | $160K | Buy |
+15,300
| New | +$160K | 0.01% | 783 |
|