Integrated Wealth Concepts’s PotlatchDeltic PCH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
9,715
-10,381
-52% -$398K ﹤0.01% 1438
2025
Q1
$907K Sell
20,096
-4,288
-18% -$193K 0.01% 874
2024
Q4
$957K Sell
24,384
-3,177
-12% -$125K 0.01% 831
2024
Q3
$1.24M Sell
27,561
-810
-3% -$36.5K 0.02% 719
2024
Q2
$1.12M Sell
28,371
-4,504
-14% -$177K 0.02% 706
2024
Q1
$1.55M Buy
32,875
+75
+0.2% +$3.53K 0.02% 595
2023
Q4
$1.61M Sell
32,800
-929
-3% -$45.6K 0.03% 559
2023
Q3
$1.53M Sell
33,729
-298
-0.9% -$13.5K 0.03% 540
2023
Q2
$1.8M Buy
34,027
+1
+0% +$53 0.03% 503
2023
Q1
$1.68M Buy
+34,026
New +$1.68M 0.03% 467