Integrated Wealth Concepts’s MP Materials MP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,969
Closed -$219K 1970
2025
Q1
$219K Buy
+8,969
New +$219K ﹤0.01% 1576
2024
Q1
Sell
-11,850
Closed -$235K 1686
2023
Q4
$235K Hold
11,850
﹤0.01% 1389
2023
Q3
$226K Sell
11,850
-1,525
-11% -$29.1K ﹤0.01% 1360
2023
Q2
$306K Buy
13,375
+40
+0.3% +$915 0.01% 1209
2023
Q1
$376K Buy
+13,335
New +$376K 0.01% 960
2022
Q2
Sell
-5,400
Closed -$310K 1038
2022
Q1
$310K Sell
5,400
-4,368
-45% -$251K 0.01% 727
2021
Q4
$444K Buy
+9,768
New +$444K 0.01% 637