Integrated Wealth Concepts’s Natural Alternatives International NAII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.4K | Hold |
12,000
| – | – | ﹤0.01% | 1874 |
|
|
2025
Q1 | $41.3K | Hold |
12,000
| – | – | ﹤0.01% | 1706 |
|
|
2024
Q4 | $51.7K | Hold |
12,000
| – | – | ﹤0.01% | 1683 |
|
|
2024
Q3 | $68.8K | Hold |
12,000
| – | – | ﹤0.01% | 1628 |
|
|
2024
Q2 | $72.2K | Hold |
12,000
| – | – | ﹤0.01% | 1593 |
|
|
2024
Q1 | $73.1K | Hold |
12,000
| – | – | ﹤0.01% | 1598 |
|
|
2023
Q4 | $78.4K | Hold |
12,000
| – | – | ﹤0.01% | 1538 |
|
|
2023
Q3 | $77.9K | Hold |
12,000
| – | – | ﹤0.01% | 1498 |
|
|
2023
Q2 | $86.4K | Hold |
12,000
| – | – | ﹤0.01% | 1498 |
|
|
2023
Q1 | $111K | Hold |
12,000
| – | – | ﹤0.01% | 1270 |
|
|
2022
Q4 | $101K | Hold |
12,000
| – | – | ﹤0.01% | 992 |
|
|
2022
Q3 | $111K | Hold |
12,000
| – | – | ﹤0.01% | 912 |
|
|
2022
Q2 | $125K | Hold |
12,000
| – | – | ﹤0.01% | 926 |
|
|
2022
Q1 | $138K | Hold |
12,000
| – | – | ﹤0.01% | 901 |
|
|
2021
Q4 | $152K | Hold |
12,000
| – | – | ﹤0.01% | 952 |
|
|
2021
Q3 | $162K | Hold |
12,000
| – | – | 0.01% | 908 |
|
|
2021
Q2 | $202K | Hold |
12,000
| – | – | 0.01% | 772 |
|
|
2021
Q1 | $184K | Hold |
12,000
| – | – | 0.01% | 701 |
|
|
2020
Q4 | $127K | Hold |
12,000
| – | – | 0.01% | 609 |
|
|
2020
Q3 | $91K | Buy |
12,000
+1,500
| +14% | +$11.4K | 0.01% | 557 |
|
|
2020
Q2 | $72K | Hold |
10,500
| – | – | 0.01% | 506 |
|
|
2020
Q1 | $66K | Buy |
+10,500
| New | +$66K | 0.01% | 404 |
|