Integrated Wealth Concepts LLC Spdr S&P 600 Small Cap ETF Transaction History

Integrated Wealth Concepts LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$79.99 - $93.53 $19,837 - $23,195	248 Added 2.56%	9,924 $834,000
Q4 2022 Feb 13, 2023	BUY	$80.75 - $88.73 $24,063 - $26,441	298 Added 3.18%	9,676 $795,000
Q3 2022 Nov 14, 2022	BUY	N/A	207 Added 2.26%	9,378 $710,000
Q2 2022 Aug 08, 2022	BUY	N/A	539 Added 6.24%	9,171 $734,000
Q1 2022 May 12, 2022	SELL	N/A	-5,786 Reduced 40.13%	8,632 $808,000
Q4 2021 Feb 15, 2022	BUY	N/A	597 Added 4.32%	14,418 $1.43 Million
Q3 2021 Nov 15, 2021	BUY	N/A	9,842 Added 247.35%	13,821 $1.31 Million
Q2 2021 Aug 13, 2021	BUY	N/A	3,979 New	3,979 $389,000

587K

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