Integrated Wealth Concepts’s Etsy ETSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
9,514
+3,528
+59% +$177K ﹤0.01% 1307
2025
Q1
$282K Buy
5,986
+961
+19% +$45.3K ﹤0.01% 1440
2024
Q4
$266K Sell
5,025
-729
-13% -$38.6K ﹤0.01% 1437
2024
Q3
$320K Sell
5,754
-1,589
-22% -$88.2K ﹤0.01% 1301
2024
Q2
$433K Sell
7,343
-74
-1% -$4.37K 0.01% 1109
2024
Q1
$510K Buy
7,417
+959
+15% +$65.9K 0.01% 1050
2023
Q4
$523K Buy
6,458
+327
+5% +$26.5K 0.01% 983
2023
Q3
$396K Sell
6,131
-106
-2% -$6.85K 0.01% 1088
2023
Q2
$528K Buy
6,237
+2,700
+76% +$228K 0.01% 967
2023
Q1
$394K Buy
3,537
+998
+39% +$111K 0.01% 944
2022
Q4
$304K Buy
2,539
+8
+0.3% +$958 0.01% 816
2022
Q3
$253K Buy
+2,531
New +$253K 0.01% 793
2022
Q2
Sell
-2,086
Closed -$259K 1007
2022
Q1
$259K Buy
2,086
+469
+29% +$58.2K 0.01% 793
2021
Q4
$354K Sell
1,617
-126
-7% -$27.6K 0.01% 707
2021
Q3
$362K Buy
1,743
+606
+53% +$126K 0.01% 668
2021
Q2
$234K Buy
+1,137
New +$234K 0.01% 724