INTEGRATED WEALTH CONCEPTS LLC – Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
3.21M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-3.13%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -104K | 97.66K | ||
| Q2 2022 | share | Increase | +0.07% | 73 shares | -374K | 97.66K | |
| Q1 2022 | share | Increase | +88.76% | 45.89K shares | 1.68M | 97.59K | |
| Q4 2021 | share | Increase | 0.00% | 51.70K shares | 2.01M | 51.70K |