Integrated Wealth Concepts’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
6,487
+774
| +14% | +$55.8K | ﹤0.01% | 1318 |
|
|
2025
Q1 | $349K | Sell |
5,713
-16
| -0.3% | -$976 | ﹤0.01% | 1317 |
|
|
2024
Q4 | $423K | Sell |
5,729
-357
| -6% | -$26.4K | ﹤0.01% | 1204 |
|
|
2024
Q3 | $598K | Sell |
6,086
-804
| -12% | -$79K | 0.01% | 1007 |
|
|
2024
Q2 | $507K | Hold |
6,890
| – | – | 0.01% | 1040 |
|
|
2024
Q1 | $541K | Sell |
6,890
-1,850
| -21% | -$145K | 0.01% | 1024 |
|
|
2023
Q4 | $698K | Hold |
8,740
| – | – | 0.01% | 865 |
|
|
2023
Q3 | $555K | Sell |
8,740
-1,397
| -14% | -$88.7K | 0.01% | 940 |
|
|
2023
Q2 | $571K | Buy |
+10,137
| New | +$571K | 0.01% | 930 |
|