Integrated Wealth Concepts’s Journey Medical DERM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$397K	Sell	55,350 -1,500	-3%	-$10.8K	﹤0.01%	1404
2025 Q1	$335K	Sell	56,850 -2,000	-3%	-$11.8K	﹤0.01%	1343
2024 Q4	$230K	Sell	58,850 -2,500	-4%	-$9.78K	﹤0.01%	1530
2024 Q3	$347K	Hold	61,350	–	–	﹤0.01%	1245
2024 Q2	$346K	Buy	+61,350	New	+$346K	﹤0.01%	1240