Integrated Wealth Concepts’s Star Bulk Carriers SBLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
20,726
+6,936
+50% +$120K ﹤0.01% 1468
2025
Q1
$215K Sell
13,790
-250
-2% -$3.89K ﹤0.01% 1584
2024
Q4
$210K Sell
14,040
-420
-3% -$6.28K ﹤0.01% 1580
2024
Q3
$343K Buy
14,460
+19
+0.1% +$450 ﹤0.01% 1254
2024
Q2
$352K Sell
14,441
-226
-2% -$5.51K ﹤0.01% 1231
2024
Q1
$350K Hold
14,667
0.01% 1235
2023
Q4
$312K Sell
14,667
-1,060
-7% -$22.5K 0.01% 1248
2023
Q3
$303K Buy
15,727
+82
+0.5% +$1.58K 0.01% 1224
2023
Q2
$277K Sell
15,645
-1,001
-6% -$17.7K ﹤0.01% 1262
2023
Q1
$352K Buy
16,646
+4,460
+37% +$94.3K 0.01% 983
2022
Q4
$234K Buy
12,186
+1,021
+9% +$19.6K 0.01% 891
2022
Q3
$195K Buy
11,165
+2,900
+35% +$50.6K 0.01% 875
2022
Q2
$207K Buy
+8,265
New +$207K 0.01% 890