Integrated Wealth Concepts’s Magna International MGA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Buy
13,995
+7,187
+106% +$277K 0.01% 1228
2025
Q1
$231K Buy
6,808
+1,123
+20% +$38.2K ﹤0.01% 1549
2024
Q4
$238K Sell
5,685
-32
-0.6% -$1.34K ﹤0.01% 1511
2024
Q3
$235K Sell
5,717
-39
-0.7% -$1.6K ﹤0.01% 1489
2024
Q2
$241K Buy
5,756
+561
+11% +$23.5K ﹤0.01% 1441
2024
Q1
$283K Sell
5,195
-49
-0.9% -$2.67K ﹤0.01% 1350
2023
Q4
$310K Hold
5,244
0.01% 1253
2023
Q3
$281K Buy
5,244
+52
+1% +$2.79K 0.01% 1258
2023
Q2
$293K Sell
5,192
-66
-1% -$3.73K 0.01% 1232
2023
Q1
$282K Buy
+5,258
New +$282K 0.01% 1081