INTEGRATED WEALTH CONCEPTS LLC – Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
2.74M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.19% | -19 shares | -188K | 10.16K | |
| Q2 2022 | share | Increase | +15.06% | 1.33K shares | 101K | 10.18K | |
| Q1 2022 | share | Increase | +5.86% | 490 shares | -69K | 8.85K | |
| Q4 2021 | share | Increase | +10.36% | 785 shares | 674K | 8.36K | |
| Q3 2021 | share | Increase | +11.55% | 785 shares | 259K | 7.57K | |
| Q2 2021 | share | Increase | +5.60% | 360 shares | 162K | 6.79K | |
| Q1 2021 | share | Increase | +13.84% | 782 shares | 313K | 6.43K | |
| Q4 2020 | share | Increase | +2.89% | 159 shares | 181K | 5.65K | |
| Q3 2020 | share | Increase | +6.06% | 314 shares | 210K | 5.49K | |
| Q2 2020 | share | Increase | +19.22% | 835 shares | 346K | 5.17K | |
| Q1 2020 | share | Increase | +22.78% | 806 shares | -1K | 4.34K | |
| Q4 2019 | share | Increase | 0.00% | 3.53K shares | 753K | 3.53K |