Integrated Wealth Concepts’s Modiv Industrial MDV Stock Holding History

Integrated Wealth Concepts’s Portfolio MDV Stock Details MDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$194K	Buy
2025 Q1	$219K	Buy
2024 Q4	$201K	Buy
2024 Q3	$225K	Buy
2024 Q2	$188K	Buy
2024 Q1	$221K	Sell
2023 Q4	$194K	Buy
2023 Q3	$216K	Buy
2023 Q2	$192K	Buy
2023 Q1	$134K	Buy