INTEGRATED WEALTH CONCEPTS LLC – Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
11.53M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-8.57%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.57% | 25.41K shares | 328K | 227.52K | |
| Q2 2022 | share | Increase | +1196.05% | 186.52K shares | 10.25M | 202.11K | |
| Q1 2022 | share | Decrease | -2.94% | -473 shares | -57K | 15.59K | |
| Q4 2021 | share | Increase | +4.60% | 706 shares | 46K | 16.06K | |
| Q3 2021 | share | Decrease | -17.88% | -3.34K shares | -237K | 15.36K | |
| Q2 2021 | share | Increase | +16.30% | 2.62K shares | 184K | 18.70K | |
| Q1 2021 | share | Decrease | -13.20% | -2.44K shares | -116K | 16.08K | |
| Q4 2020 | share | Decrease | -9.43% | -1.93K shares | 3K | 18.53K | |
| Q3 2020 | share | Increase | +1.12% | 226 shares | 77K | 20.46K | |
| Q2 2020 | share | Increase | +14.94% | 2.63K shares | 226K | 20.23K | |
| Q1 2020 | share | Increase | +15.66% | 2.38K shares | -67K | 17.60K | |
| Q4 2019 | share | Increase | +111.87% | 8.03K shares | 483K | 15.22K | |
| Q3 2019 | share | Increase | +15.68% | 974 shares | -61K | 7.18K | |
| Q2 2019 | share | Increase | +53.52% | 2.16K shares | 231K | 6.21K | |
| Q1 2019 | share | Increase | 0.00% | 4.04K shares | 240K | 4.04K | |
| Q2 2018 | share | Decrease | -100.00% | -3.29K shares | -203K | 0 | |
| Q1 2018 | share | Increase | 0.00% | 3.29K shares | 203K | 3.29K |