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Concurrent Investment Advisors, LLC → BCLYF
Concurrent Investment Advisors, LLC BCLYF Position History
Barclays PLC • Financial Services
Quarters held
9
Latest value
$87K
Q3 2026
Peak value
$983K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $706K |
| Q4 2025 | $849K |
| Q4 2025 | $555K |
| Q1 2026 | $297K |
| Q1 2026 | $567K |
| Q2 2026 | $618K |
| Q2 2026 | $729K |
| Q3 2026 | $983K |
| Q3 2026 | $87K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $87K | 3.6K | — | — |
| Q3 2026 | $983K | 40.5K | — | — |
| Q2 2026 | $729K | 27.2K | — | — |
| Q2 2026 | $618K | 23.0K | — | — |
| Q1 2026 | $567K | 26.8K | — | — |
| Q1 2026 | $297K | 14.0K | — | — |
| Q4 2025 | $555K | 21.8K | — | — |
| Q4 2025 | $849K | 33.3K | — | — |
| Q3 2025 | $706K | 34.1K | — | — |