Integrated Wealth Concepts’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$936K Buy
2025
Q1
$554K Sell
2024
Q4
$486K Buy
2024
Q3
$425K Sell
2024
Q2
$376K Buy
2024
Q1
$327K Buy
2023
Q4
$272K Sell
2023
Q3
$1.89M Buy
2023
Q2
$1.81M Sell
2023
Q1
$1.68M Buy
2022
Q4
$88K Buy