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Concurrent Investment Advisors’s Solarmax Technology SMXT Stock Holding History

Concurrent Investment Advisors’s Portfolio SMXT Stock Details SMXT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,650
Closed -$13.7K – 1106
2024
Q3 		$13.7K Sell
21,650
-3,000
-12% -$1.9K ﹤0.01% 1004
2024
Q2 		$81.1K Buy
24,650
+10,650
+76% +$35K ﹤0.01% 916
2024
Q1 		$128K Buy
+14,000
New +$128K 0.01% 836