Integrated Wealth Concepts’s Central Securities Corp CET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
36,969
-346
| -0.9% | -$16.6K | 0.02% | 656 |
|
|
2025
Q1 | $1.68M | Sell |
37,315
-457
| -1% | -$20.5K | 0.02% | 622 |
|
|
2024
Q4 | $1.73M | Sell |
37,772
-2,308
| -6% | -$105K | 0.02% | 610 |
|
|
2024
Q3 | $1.84M | Sell |
40,080
-3,851
| -9% | -$177K | 0.02% | 572 |
|
|
2024
Q2 | $1.93M | Sell |
43,931
-2,043
| -4% | -$89.9K | 0.03% | 518 |
|
|
2024
Q1 | $1.92M | Sell |
45,974
-2,666
| -5% | -$111K | 0.03% | 529 |
|
|
2023
Q4 | $1.84M | Sell |
48,640
-7,555
| -13% | -$285K | 0.03% | 511 |
|
|
2023
Q3 | $1.99M | Hold |
56,195
| – | – | 0.04% | 457 |
|
|
2023
Q2 | $2.05M | Sell |
56,195
-2,181
| -4% | -$79.6K | 0.04% | 454 |
|
|
2023
Q1 | $2.03M | Sell |
58,376
-343
| -0.6% | -$11.9K | 0.04% | 405 |
|
|
2022
Q4 | $1.96M | Sell |
58,719
-411
| -0.7% | -$13.7K | 0.05% | 320 |
|
|
2022
Q3 | $2M | Buy |
59,130
+4,538
| +8% | +$153K | 0.06% | 283 |
|
|
2022
Q2 | $1.92M | Buy |
+54,592
| New | +$1.92M | 0.06% | 291 |
|