Integrated Wealth Concepts’s Clover Health Investments CLOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,172
Closed -$36.5K 1914
2025
Q1
$36.5K Buy
+10,172
New +$36.5K ﹤0.01% 1707
2024
Q4
Sell
-10,079
Closed -$28.4K 1730
2024
Q3
$28.4K Sell
10,079
-2,500
-20% -$7.05K ﹤0.01% 1655
2024
Q2
$15.5K Buy
12,579
+2,507
+25% +$3.08K ﹤0.01% 1635
2024
Q1
$8K Buy
+10,072
New +$8K ﹤0.01% 1643