Integrated Wealth Concepts’s PotlatchDeltic PCH Stock Holding History

Integrated Wealth Concepts’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$373K	Sell
2025 Q1	$907K	Sell
2024 Q4	$957K	Sell
2024 Q3	$1.24M	Sell
2024 Q2	$1.12M	Sell
2024 Q1	$1.55M	Buy
2023 Q4	$1.61M	Sell
2023 Q3	$1.53M	Sell
2023 Q2	$1.8M	Buy
2023 Q1	$1.68M	Buy