INTEGRATED WEALTH CONCEPTS LLC – Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$3.42M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +49.30% | 40.18K shares | 860K | $28.13 | 121.70K |
| Q2 2022 | share | Increase | +41.73% | 24.00K shares | 452K | $31.45 | 81.51K |
| Q1 2022 | share | Decrease | -23.98% | -18.14K shares | -829K | $36.72 | 57.51K |
| Q4 2021 | share | Increase | +11.84% | 8.00K shares | 323K | $38.93 | 75.66K |
| Q3 2021 | share | Increase | +0.01% | 9 shares | -51K | $38.7 | 67.65K |
| Q2 2021 | share | Increase | +27.97% | 14.78K shares | 680K | $39.45 | 67.64K |
| Q1 2021 | share | Increase | +113.30% | 28.07K shares | 1.09M | $37.3 | 52.85K |
| Q4 2020 | share | Decrease | -30.79% | -11.02K shares | -232K | $35.7 | 24.78K |
| Q3 2020 | share | Increase | 0.00% | 35.80K shares | 1.12M | $30.69 | 35.80K |