Integrated Wealth Concepts LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

Integrated Wealth Concepts LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$178.34 - $204.72 $249,140 - $285,993	-1,397 Closed	0 $0
Q4 2021 Feb 15, 2022	SELL	$183.29 - $203.85 $19,245 - $21,404	-105 Reduced 6.99%	1,397 $283,000
Q3 2021 Nov 15, 2021	SELL	$177.11 - $192.05 $161,170 - $174,765	-910 Reduced 37.73%	1,502 $275,000
Q2 2021 Aug 13, 2021	SELL	$168.26 - $181.61 $833,560 - $899,695	-4,954 Reduced 67.25%	2,412 $438,000
Q1 2021 May 13, 2021	BUY	$157.42 - $169.83 $318,618 - $343,735	2,024 Added 37.89%	7,366 $1.23 Million
Q4 2020 Feb 12, 2021	BUY	$143.17 - $162.31 $764,814 - $867,060	5,342 New	5,342 $866,000

214K

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

Stay updated on Integrated Wealth Concepts LLC with notifications on news.