Integrated Wealth Concepts’s TopBuild BLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-647
| Closed | -$263K | – | 1724 |
|
2024
Q3 | $263K | Sell |
647
-20
| -3% | -$8.14K | ﹤0.01% | 1421 |
|
2024
Q2 | $257K | Sell |
667
-106
| -14% | -$40.9K | ﹤0.01% | 1400 |
|
2024
Q1 | $341K | Sell |
773
-316
| -29% | -$139K | ﹤0.01% | 1251 |
|
2023
Q4 | $408K | Sell |
1,089
-7
| -0.6% | -$2.62K | 0.01% | 1094 |
|
2023
Q3 | $276K | Sell |
1,096
-181
| -14% | -$45.5K | ﹤0.01% | 1268 |
|
2023
Q2 | $340K | Buy |
+1,277
| New | +$340K | 0.01% | 1164 |
|