Integrated Wealth Concepts’s Bunge Global BG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-24,921
| Closed | -$2.66M | – | 1679 |
|
2024
Q2 | $2.66M | Buy |
24,921
+1,142
| +5% | +$122K | 0.04% | 421 |
|
2024
Q1 | $2.44M | Buy |
23,779
+9,165
| +63% | +$940K | 0.04% | 449 |
|
2023
Q4 | $1.48M | Buy |
14,614
+2,438
| +20% | +$246K | 0.02% | 589 |
|
2023
Q3 | $1.32M | Buy |
12,176
+5,132
| +73% | +$556K | 0.02% | 578 |
|
2023
Q2 | $665K | Sell |
7,044
-5,619
| -44% | -$530K | 0.01% | 855 |
|
2023
Q1 | $1.21M | Buy |
+12,663
| New | +$1.21M | 0.02% | 551 |
|