Integrated Wealth Concepts’s Crescent Capital BDC CCAP Stock Holding History

Integrated Wealth Concepts’s Portfolio CCAP Stock Details CCAP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$661K	Hold
2023 Q3	$651K	Hold
2023 Q2	$576K	Buy
2023 Q1	$443K	Buy