CIA

Concurrent Investment Advisors’s Piper Sandler PIPR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-688	Closed	-$206K	–	1235
2024 Q4	$206K	Sell	688 -19	-3%	-$5.7K	0.01%	967
2024 Q3	$201K	Buy	+707	New	+$201K	0.01%	931