IWC
QD

Integrated Wealth Concepts’s Qudian QD Stock Holding History

Integrated Wealth Concepts’s Portfolio QD Stock Details QD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-165,152
Closed -$228K – 761
2020
Q4 		$228K Buy
165,152
+35,324
+27% +$48.8K 0.01% 573
2020
Q3 		$161K Buy
129,828
+44,605
+52% +$55.3K 0.01% 549
2020
Q2 		$145K Buy
+85,223
New +$145K 0.01% 500