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Concurrent Investment Advisors, LLC → BC-PC

Concurrent Investment Advisors, LLC BC-PC Position History

NASDAQ MEA Basic Resources Larg • Manufacturing

Quarters held
7
Latest value
$385K
Q3 2026
Peak value
$385K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$197K
Q4 2025$221K
Q1 2026$242K
Q1 2026$139K
Q2 2026$329K
Q2 2026$216K
Q3 2026$385K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$385K6.0K——
Q2 2026$216K2.6K——
Q2 2026$329K3.9K——
Q1 2026$139K1.9K——
Q1 2026$242K3.3K——
Q4 2025$221K3.0K——
Q4 2025$197K2.7K——

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