CIA
Concurrent Investment Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
2,788
+581
| +26% | +$117K | 0.01% | 802 |
|
|
2025
Q1 | $381K | Buy |
2,207
+764
| +53% | +$132K | 0.01% | 822 |
|
|
2024
Q4 | $231K | Buy |
1,443
+269
| +23% | +$43.1K | 0.01% | 920 |
|
|
2024
Q3 | $200K | Sell |
1,174
-438
| -27% | -$74.7K | 0.01% | 934 |
|
|
2024
Q2 | $272K | Sell |
1,612
-11
| -0.7% | -$1.85K | 0.01% | 766 |
|
|
2024
Q1 | $253K | Sell |
1,623
-128
| -7% | -$19.9K | 0.01% | 717 |
|
|
2023
Q4 | $256K | Buy |
+1,751
| New | +$256K | 0.01% | 699 |
|