Integrated Wealth Concepts
SNMP

Integrated Wealth Concepts’s Evolve Transition Infrastructure LP SNMP Stock Holding History

Integrated Wealth Concepts’s Portfolio SNMP Stock Details SNMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-708
Closed -$4K – 1604
2023
Q1 		$4K Hold
708
– – ﹤0.01% 1344
2022
Q4 		$3K Hold
708
– – ﹤0.01% 1037
2022
Q3 		$7K Hold
708
– – ﹤0.01% 949
2022
Q2 		$9K Hold
708
– – ﹤0.01% 976
2022
Q1 		$11K Hold
708
– – ﹤0.01% 936
2021
Q4 		$13K Buy
+708
New +$19.9K ﹤0.01% 980

Integrated Wealth Concepts's SNMP Position: Q2 2023 in Review

Integrated Wealth Concepts sold out of Evolve Transition Infrastructure LP (SNMP) in Q2 2023, closing a stake of 708 shares — an estimated $4K sold.

Integrated Wealth Concepts first reported a position in SNMP in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 0 funds tracked by Wall St. Rank hold SNMP as of Q2 2023.

  • Integrated Wealth Concepts reported no remaining Evolve Transition Infrastructure LP position as of Q2 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 708 Evolve Transition Infrastructure LP shares in Q2 2023, an estimated $4K.
  • Integrated Wealth Concepts first reported a position in Evolve Transition Infrastructure LP in Q4 2021 and held it in 6 quarters.
  • Integrated Wealth Concepts's Evolve Transition Infrastructure LP position peaked at $13K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Evolve Transition Infrastructure LP as of Q2 2023.

Based on Integrated Wealth Concepts's 13F filing for Q2 2023, filed 15 Aug 2023.