Integrated Wealth Concepts’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
11,550
-850
| -7% | -$21.9K | ﹤0.01% | 1551 |
|
|
2025
Q1 | $262K | Hold |
12,400
| – | – | ﹤0.01% | 1479 |
|
|
2024
Q4 | $224K | Hold |
12,400
| – | – | ﹤0.01% | 1545 |
|
|
2024
Q3 | $230K | Sell |
12,400
-50
| -0.4% | -$926 | ﹤0.01% | 1498 |
|
|
2024
Q2 | $194K | Hold |
12,450
| – | – | ﹤0.01% | 1532 |
|
|
2024
Q1 | $204K | Hold |
12,450
| – | – | ﹤0.01% | 1512 |
|
|
2023
Q4 | $178K | Hold |
12,450
| – | – | ﹤0.01% | 1480 |
|
|
2023
Q3 | $146K | Sell |
12,450
-100
| -0.8% | -$1.18K | ﹤0.01% | 1455 |
|
|
2023
Q2 | $193K | Hold |
12,550
| – | – | ﹤0.01% | 1435 |
|
|
2023
Q1 | $199K | Buy |
+12,550
| New | +$199K | ﹤0.01% | 1225 |
|