Integrated Wealth Concepts’s EVgo EVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,384
Closed -$81K 1573
2023
Q1
$81K Buy
+10,384
New +$81K ﹤0.01% 1286
2022
Q3
Sell
-10,214
Closed -$61K 968
2022
Q2
$61K Buy
+10,214
New +$61K ﹤0.01% 954
2022
Q1
Sell
-14,339
Closed -$143K 979
2021
Q4
$143K Buy
+14,339
New +$143K ﹤0.01% 953