Concurrent Investment Advisors’s Stellus Capital Investment Corp SCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
16,778
+437
| +3% | +$6.09K | ﹤0.01% | 1186 |
|
|
2025
Q1 | $229K | Sell |
16,341
-87
| -0.5% | -$1.22K | 0.01% | 1054 |
|
|
2024
Q4 | $226K | Sell |
16,428
-1,668
| -9% | -$23K | 0.01% | 930 |
|
|
2024
Q3 | $248K | Buy |
18,096
+2,704
| +18% | +$37K | 0.01% | 844 |
|
|
2024
Q2 | $211K | Buy |
+15,392
| New | +$211K | 0.01% | 849 |
|