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 |
|