Integrated Wealth Concepts’s Antero Midstream AM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
12,244
-177
-1% -$3.35K ﹤0.01% 1688
2025
Q1
$224K Sell
12,421
-452
-4% -$8.14K ﹤0.01% 1567
2024
Q4
$194K Sell
12,873
-232
-2% -$3.5K ﹤0.01% 1611
2024
Q3
$197K Sell
13,105
-1,216
-8% -$18.3K ﹤0.01% 1558
2024
Q2
$211K Buy
14,321
+1,352
+10% +$19.9K ﹤0.01% 1496
2024
Q1
$182K Sell
12,969
-999
-7% -$14K ﹤0.01% 1534
2023
Q4
$175K Hold
13,968
﹤0.01% 1483
2023
Q3
$167K Buy
13,968
+1,000
+8% +$12K ﹤0.01% 1440
2023
Q2
$150K Hold
12,968
﹤0.01% 1456
2023
Q1
$136K Buy
+12,968
New +$136K ﹤0.01% 1259