Integrated Wealth Concepts’s CDW CDW Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$297K	Buy
2024 Q1	–	Sell
2023 Q4	$352K	Sell
2023 Q3	$323K	Buy
2023 Q2	$288K	Sell
2023 Q1	$308K	Buy
2022 Q4	$225K	Buy