Integrated Wealth Concepts’s LiveOne LVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26.5K Buy
2025
Q1
$22.8K Buy
2024
Q4
$45K Sell
2024
Q3
$31.1K Buy
2024
Q2
$48.3K Sell
2024
Q1
$63.6K Hold
2023
Q4
$45.3K Sell
2023
Q3
$31.4K Buy
2023
Q2
$57.6K Buy
2023
Q1
$35K Sell
2022
Q4
$21K Buy
2022
Q3
$21K Sell
2022
Q2
$28K Buy
2022
Q1
$20K Buy
2021
Q4
$18K Buy