Integrated Wealth Concepts’s Pinduoduo PDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,641
Closed -$484K 1718
2024
Q2
$484K Buy
3,641
+1,438
+65% +$191K 0.01% 1065
2024
Q1
$256K Buy
+2,203
New +$256K ﹤0.01% 1404
2021
Q3
Sell
-7,957
Closed -$1.01M 970
2021
Q2
$1.01M Buy
7,957
+638
+9% +$81.1K 0.04% 353
2021
Q1
$980K Buy
+7,319
New +$980K 0.04% 297