INTEGRATED WEALTH CONCEPTS LLC – Royal Bank of Canada Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$2.77M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-7.00%
quarter
Royal Bank of Canada 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.83% | 847 shares | -127K | $90.04 | 30.81K |
| Q2 2022 | share | Increase | +0.63% | 187 shares | -383K | $96.82 | 29.96K |
| Q1 2022 | share | Increase | +5.66% | 1.59K shares | 293K | $110.27 | 29.77K |
| Q4 2021 | share | Increase | +13.58% | 3.37K shares | 523K | $105.49 | 28.18K |
| Q3 2021 | share | Increase | +16.04% | 3.42K shares | 302K | $98.67 | 24.81K |
| Q2 2021 | share | Decrease | -0.20% | -43 shares | 190K | $99.63 | 21.38K |
| Q1 2021 | share | Increase | +9.41% | 1.84K shares | 369K | $89.85 | 21.42K |
| Q4 2020 | share | Increase | +4.91% | 917 shares | 298K | $79.16 | 19.58K |
| Q3 2020 | share | Decrease | -0.54% | -102 shares | 36K | $66.91 | 18.66K |
| Q2 2020 | share | Increase | +7.41% | 1.29K shares | 197K | $63.94 | 18.77K |
| Q1 2020 | share | Increase | +43.51% | 5.29K shares | 112K | $57.3 | 17.47K |
| Q4 2019 | share | Increase | +134.94% | 6.99K shares | 543K | $73.01 | 12.17K |
| Q3 2019 | share | Increase | +54.49% | 1.82K shares | 152K | $74.08 | 5.18K |
| Q2 2019 | share | Increase | 0.00% | 3.35K shares | 269K | $71.78 | 3.35K |