Integrated Wealth Concepts’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,804
| Closed | -$126K | – | 1802 |
|
|
2024
Q4 | $126K | Buy |
13,804
+54
| +0.4% | +$493 | ﹤0.01% | 1642 |
|
|
2024
Q3 | $132K | Hold |
13,750
| – | – | ﹤0.01% | 1585 |
|
|
2024
Q2 | $159K | Sell |
13,750
-500
| -4% | -$5.77K | ﹤0.01% | 1552 |
|
|
2024
Q1 | $201K | Sell |
14,250
-1,500
| -10% | -$21.2K | ﹤0.01% | 1518 |
|
|
2023
Q4 | $263K | Sell |
15,750
-3,000
| -16% | -$50.1K | ﹤0.01% | 1327 |
|
|
2023
Q3 | $282K | Sell |
18,750
-1,500
| -7% | -$22.6K | 0.01% | 1256 |
|
|
2023
Q2 | $381K | Buy |
20,250
+1,500
| +8% | +$28.2K | 0.01% | 1123 |
|
|
2023
Q1 | $320K | Buy |
+18,750
| New | +$320K | 0.01% | 1028 |
|