Integrated Wealth Concepts’s ENI E Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,068
| Closed | -$224K | – | 1661 |
|
|
2024
Q1 | $224K | Sell |
7,068
-56,490
| -89% | -$1.79M | ﹤0.01% | 1469 |
|
|
2023
Q4 | $2.16M | Buy |
63,558
+6,970
| +12% | +$237K | 0.04% | 450 |
|
|
2023
Q3 | $1.81M | Sell |
56,588
-233
| -0.4% | -$7.44K | 0.03% | 487 |
|
|
2023
Q2 | $1.64M | Sell |
56,821
-2,564
| -4% | -$73.8K | 0.03% | 529 |
|
|
2023
Q1 | $1.66M | Buy |
+59,385
| New | +$1.66M | 0.03% | 470 |
|