Integrated Wealth Concepts’s Peabody Energy BTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-21,390
Closed -$520K 1653
2023
Q4
$520K Sell
21,390
-3,788
-15% -$92.1K 0.01% 987
2023
Q3
$654K Hold
25,178
0.01% 868
2023
Q2
$545K Sell
25,178
-3,049
-11% -$66K 0.01% 950
2023
Q1
$723K Buy
+28,227
New +$723K 0.01% 728