Integrated Wealth Concepts’s Modiv Industrial MDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
|
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|
2025
Q3 | $204K | Buy |
|
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|
2025
Q2 | $194K | Buy |
|
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|
2025
Q1 | $219K | Buy |
|
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|
2024
Q4 | $201K | Buy |
|
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|
2024
Q3 | $225K | Buy |
|
|||||
|
2024
Q2 | $188K | Buy |
|
|||||
|
2024
Q1 | $221K | Sell |
|
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|
2023
Q4 | $194K | Buy |
|
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|
2023
Q3 | $216K | Buy |
|
|||||
|
2023
Q2 | $192K | Buy |
|
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|
2023
Q1 | $134K | Buy |
|