Integrated Wealth Concepts’s LiveOne LVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Buy |
35,113
+2,469
| +8% | +$1.86K | ﹤0.01% | 1879 |
|
|
2025
Q1 | $22.8K | Buy |
32,644
+2,045
| +7% | +$1.43K | ﹤0.01% | 1719 |
|
|
2024
Q4 | $45K | Sell |
30,599
-2,190
| -7% | -$3.22K | ﹤0.01% | 1687 |
|
|
2024
Q3 | $31.1K | Buy |
32,789
+2,000
| +6% | +$1.9K | ﹤0.01% | 1654 |
|
|
2024
Q2 | $48.3K | Sell |
30,789
-1,825
| -6% | -$2.87K | ﹤0.01% | 1615 |
|
|
2024
Q1 | $63.6K | Hold |
32,614
| – | – | ﹤0.01% | 1605 |
|
|
2023
Q4 | $45.3K | Sell |
32,614
-230
| -0.7% | -$320 | ﹤0.01% | 1565 |
|
|
2023
Q3 | $31.4K | Buy |
32,844
+144
| +0.4% | +$138 | ﹤0.01% | 1525 |
|
|
2023
Q2 | $57.6K | Buy |
32,700
+2,250
| +7% | +$3.96K | ﹤0.01% | 1512 |
|
|
2023
Q1 | $35K | Sell |
30,450
-2,125
| -7% | -$2.44K | ﹤0.01% | 1314 |
|
|
2022
Q4 | $21K | Buy |
32,575
+3,125
| +11% | +$2.02K | ﹤0.01% | 1018 |
|
|
2022
Q3 | $21K | Sell |
29,450
-3,000
| -9% | -$2.14K | ﹤0.01% | 942 |
|
|
2022
Q2 | $28K | Buy |
32,450
+8,250
| +34% | +$7.12K | ﹤0.01% | 966 |
|
|
2022
Q1 | $20K | Buy |
24,200
+10,175
| +73% | +$8.41K | ﹤0.01% | 931 |
|
|
2021
Q4 | $18K | Buy |
+14,025
| New | +$18K | ﹤0.01% | 979 |
|