CIA
Concurrent Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Buy |
10,778
+535
| +5% | +$282K | 0.11% | 199 |
|
|
2025
Q1 | $5.2M | Buy |
10,243
+2,291
| +29% | +$1.16M | 0.13% | 177 |
|
|
2024
Q4 | $3.96M | Buy |
7,952
+685
| +9% | +$341K | 0.11% | 196 |
|
|
2024
Q3 | $3.75M | Buy |
7,267
+58
| +0.8% | +$30K | 0.11% | 192 |
|
|
2024
Q2 | $3.22M | Buy |
7,209
+334
| +5% | +$149K | 0.11% | 199 |
|
|
2024
Q1 | $2.92M | Sell |
6,875
-1,678
| -20% | -$714K | 0.12% | 181 |
|
|
2023
Q4 | $3.77M | Buy |
+8,553
| New | +$3.77M | 0.18% | 136 |
|